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[Bulk actions] Add tags to many templates in one click
Add tags to many templates in one click
2 votes -
Pull data from a template to a content library item with the help of tokens
I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.
2 votes -
2 votes
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1 vote
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1 vote
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1 vote
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Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
1 vote -
Items preview in the Content library
Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)
1 vote -
Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
1 vote -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
1 vote -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
1 vote -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
1 vote -
1 vote
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1 vote
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pre assign person email in roles in content library items
pre assign person in roles in library item
1 vote -
Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)1 vote -
1 vote
Dear Tammy,
This is Valeryia from PandaDoc team! Thank you for your feature request regarding multiple documents workflow! We highly appreciate it!
Would you be so kind as to elaborate on how you'd like the feature to work for you? This would really help our team to process the feature request if you could provide us with a couple of details.
I appreciate your time and looking forward to hearing back from you!
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1 vote
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Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
1 vote -
1 vote
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