222 results found
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1 vote
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1 vote
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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).
270 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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3 votes
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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 -
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.
30 votesHi. 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!
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Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
6 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 -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
8 votes
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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 -
Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
5 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 -
3 votes
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2 votes
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2 votes
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