210 results found
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bulk move content library items to the templates tab
bulk move content library items to the templates tab
3 votes -
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 -
3 votes
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Role variables as a placeholder
Option to use pandadoc variables as a placeholder
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
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 -
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 -
make template inactive
- there is a new contract template that we would like people to use, but we dont want to delete the old one but also we dont want people to use it. How it can be made inactive?
3 votes -
notify when a change to the document is made
notify when a change to the document is made
3 votes -
3 votes
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3 votes
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Create a document from a CSV
Ability to create document from csv just link in Bulk Sending but not actually sending them out
2 votes -
video pop up when signer clicked to sign
Is there a way that we can get a video to automatically pop up when a client opens our agreement? We signed an agreement with another provider and saw that they had a video pop up when we clicked to sign, and we would love to use that feature if possible
2 votes -
Sync CLI on a template
Once the CLI is updated, update it automatically on a template too
2 votes -
image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
2 votes -
2 votes
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Ability to restore deleted images from image library
Ability to restore deleted images from the image library
2 votes -
Add tags to multiple content library items at once
Add tags to multiple content library items at once
2 votes -
Ability to turn off pre-made content library items
I want to remove ALL "Made by PandaDoc" content from the Content Library, as we will never use those. They simply clutter the experience and make it harder to find the content that we created. It would be satisfactory to move all that packaged content into a subfolder that could be ignore (or better yet, hidden). The point is that we will not use and do not want to see that content, leaving only the specific content that we have created.
2 votes -
Ability to scan template layouts
ability to scan template layouts that were previously uploaded with the same file and apply it to newly uploaded templates
2 votes
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