214 results found
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Ability to remove "Client" as a default addition to new templates
Would like the ability to remove the default "Client" role from new templates.
4 votes -
Sort templates when creating new document
The functionality to sort templates in alphabetic order when creating a new document
4 votes -
Fix content library text field alignments when used in documents.
The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.
1 vote -
1 vote
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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 -
pre assign person email in roles in content library items
pre assign person in roles in library item
4 votes -
1 vote
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1 vote
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content library export
It would be great to have an option to export my content library
13 votes -
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 -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
2 votes -
Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
1 vote
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The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
222 votesHi there!
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! Thank you!
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Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes -
Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
26 votes -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
2 votes
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