212 results found
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Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
1 vote
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Setup recipient quantity editing feature on the template level
We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!
1 vote -
Import JSON to create a template
Option to import JSON to create a template:
I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.1 vote -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Template & Content Library - Ability to set rules or automate giving direction or order to the person creating it.
I'd like the document based on the template to ask the creator to select which of the content library items should be used for particular alternate content. That is, how to make sure the person creating the document from template chooses one (but only one)
1 vote -
1 vote
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Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template
1 vote -
Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
Ability to merge document in bundles.
Ability to merge document in bundles.
1 vote -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
Ability to customize a link/URL to show the client's name and order number.
Ability to customize a link/URL to show the client's name and order number.
1 vote -
1 vote
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1 vote
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Add multiple users to the template automatically vs manually
Have a template that can be scaled down or up based on the number of signers. Basically, I would like to be able to use ONE template to send to signers and I can customize how many signers there needs to be
1 vote -
1 vote
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Direct hyperlink to a template
Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.
1 vote -
Option to hide / archive Content library items on the content library panel
Will allow the user to hide archive or old items showing on the content library panel on the right hand side on document / template level.
1 vote -
Bilingual Contract Template
All our contracts are bilingual. It would be great to have a bilingual contract that divides up the page into two even sections.
1 vote
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