215 results found
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Converting from Document to Template - Tags and Name of Doc
When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.
We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.
When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one…
1 vote -
categorize shared templates
categorize shared templates
2 votes -
upload signature to content library
upload signature to content library so they won't have to upload form local files
2 votes -
Template for downloading CSV of form responses
Ability to choose a template when downloading a CSV file of form responses
1 vote -
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 -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
2 votes -
refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
3 votes -
Ability to manually rearrange the order of the content library items used in a specific template smart content block
Create manual reordering functionality (like document page reordering) within smart content blocks in a template. Photo shows sample of content library items out of order. The system adds them based on creation date, not the order needed for our documents when created from a template.
3 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
2 votes -
template gallery - template with table of contents sample only
template with table of contents sample only for template gallery
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.
2 votes -
Button to find all assigned fields
Make it easier to find any fields, especially errant fields.
1 vote -
Ability to merge document in bundles.
Ability to merge document in bundles.
1 vote -
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 -
bundling more than 10 documents
ability to bundle more than ten documents together
37 votesHi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover this scenario namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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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
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