215 results found
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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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Option (button) to delete a role when assigning recipients to roles and creating a document
delete role during the add recipients stage in creating a document
7 votes -
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 -
CSV custom Variables
Ability to only select custom variables when downloading CSV.
1 vote -
Public templates: Adding a PhD proposal template
Adding a PhD propsal template on the Preloaded template
2 votes -
1 vote
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5 votes
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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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add "Are you sure" feature when accidentaly hit the ESc or X button while editing the document so the updated info won't be lost
Edit Document - accidentally hit the ESC button and lost all the updated info that were edited - make sure you guys fix this system so if someone accidentally hits the ESC button, it deletes everything they've been editing for over an hour. There should be an "Are You Sure" feature when this type of thing happens. I know, we build software for our customers.
2 votes -
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
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