185 results found
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Ability to Reorder Templates by Drag and Drop
I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.
3 votes -
Add recipients on template level
The ability to add recipients on the template level so they are automatically applied to the document.
1 vote -
option to have templates in A3
option to have templates in A3
2 votes -
Ability to pull a list of merge fields.
Ability to pull a list of merge fields.
2 votes -
Convert multiple documents to Template
To be able to upload and convert multiple documents into a template instead of doing it one by one.
2 votes -
recognize similar template/documents
make PandaDoc automatically recognize similar templates/documents
2 votes -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
Create document level custom field/variable
Create a document level or system level custom field/variable so users can store their own internal ID or information.
1 vote -
bundling more than 10 documents
ability to bundle more than ten documents together
32 votes -
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.
1 vote -
2 votes
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Sort Template folders when creating a document from a template view.
Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)
Similar to how Templates has a View option (List/Grid)
3 votes -
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 -
2 votes
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2 votes
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Possibility to edit Template background from Template gallery.
Possibility to edit Template background from Template gallery. The feature request could be that it's possible to change the background if it was created by an existing file (ppt/pdf/...).
5 votes -
1 vote
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4 votes
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1 vote
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ability to add multiple photos to the document using image block at the same time
ability to add multiple photos to the document using image block at the same time
2 votes
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