116 results found
-
6 votes
Valeryia Baranava responded
-
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 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
-
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
[Bulk action] Add tags to many templates in one click
Add tags to many templates in one click
6 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the links below! -
export the template details into a spreadsheet
export the template details into a spreadsheet
5 votes -
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).
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
[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 -
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.
4 votesLindsey Schocke responded
-
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
4 votes -
HTML Template
Ability to upload HTML format files as editable templates on PandaDoc.
3 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
3 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
3 votes -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
3 votes -
Increase the number of characters for template title
Increase the number of characters for template title
3 votes -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
3 votes -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes
