127 results found
-
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.
2 votes -
1 vote
-
Contracts templates in spanish
Have all the documents templates also in spanish, specially the contracts template
1 vote -
smart content lock
smart content block option unavailability for content library.
2 votes -
Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
8 votes -
Ability to turn templates into content library items.
Ability to turn templates into content library items.
2 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
16 votes -
3 votes
-
Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
exclude unselected or not applicable fields from template upon creating a document
exclude unselected or not applicable fields from template upon creating a document
1 vote -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
11 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.
4 votes -
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
2 votes -
Portfolio template
portfolio templates with large sections and interesting layouts for photos of work done in construction, floorplans., renderings, 3d models
1 vote -
[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
3 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 -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
4 votes -
Pin Frequently Used Templates
As a frequent user, I would LOVE to be able to "pin" or "favorite" my frequently used templates and folders. Right now, I have to search through all these different templates and click on them to see if they are for my site or not and it's very confusing and a big mess. If the form could be pinned, then I would know that I am going to the correct one and that I am not wasting what little time I have throughout the day searching.
3 votes -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
7 votes
- Don't see your idea?