142 results found
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Ability to convert content library items to image library items or to move CLIs to the image library
Ability to convert content library items to image library items or to move CLIs to the image library
1 vote -
1 vote
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Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
3 votes -
ability to use the full content of the template from the template library
There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/
The client wants to have all the content that have the example of their template when they use it
1 vote -
Ability to set roles later on when setting recipients.
Ability to set roles later on when setting reciepients..
1 vote -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
7 votes -
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)
2 votes -
1 vote
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1 vote
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1 vote
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1 vote
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1 vote
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bulk move content library items to the templates tab
bulk move content library items to the templates tab
3 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
5 votes -
Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
2 votes -
1 vote
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authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
2 votes -
Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
13 votes -
Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes
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