214 results found
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History view for content library items
History viewer for content library items on which templates/documents they were used.
2 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
10 votes -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
1 vote -
4 votes
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Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
5 votes -
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 -
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 -
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 -
option to access the page properties even if it's an uploaded page
option to access page properties even if it's an uploaded page
7 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 -
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 -
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 -
1 vote
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recognize similar template/documents
make PandaDoc automatically recognize similar templates/documents
2 votes -
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 -
1 vote
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2 votes
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CSV custom Variables
Ability to only select custom variables when downloading CSV.
1 vote
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