172 results found
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Usage Reporting for Content Library Items
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
13 votes -
Increase the number of characters for template title
Increase the number of characters for template title
3 votes -
3 votes
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Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
2 votes -
Custom Role: ability to create documents only from shared templates in document wizard
Custom role permission:
I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.1 vote -
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 -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
3 votes -
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 -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
2 votes
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Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
1 vote
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Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votesLindsey Schocke responded
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Add tags to multiple content library items at once
Add tags to multiple content library items at once
2 votes -
Mass update auto numbering sequence
Option to mass update auto-numbering sequence for templates, f.e. from 2023 to 2024
1 vote -
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
5 votes -
Ability to turn off pre-made content library items
I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.
2 votes -
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
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