212 results found
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Ability to Share Templates to PandaDoc Users not part of the Workspace
Have the ability to share the templates with other PandaDoc users who are not part of your Workspace.
2 votes -
Copy templates to a the new workspace
Customer would like the option to be able to copy templates to another workspace.
19 votes -
Radio Buttons - Linked/duplicate fields
Need the ability to duplicate a set of radio elsewhere in the same document/template. There are state and federal forms that this functionality is needed (for example, State of Florida Do-Not-Resuscitate Form). Competitors already have this functionality.
1 vote -
Changing font and making bold the Drop Down items
The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.
1 vote -
Have a contract repository for non-Pandadoc signed contracts
We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.
1 vote -
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]2 votes -
Option to have a full template view within the platform
The customer would like an option to view the full template, including both the template name and content, in a way that fits smaller screens.
2 votes -
Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
11 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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Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
Add new recipients not in the contacts yet in the recipient group in the "Use Template" pop-up.
2 votes -
Edit shared templates
Option to edit shared temlate
2 votes -
4 votes
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Default View for Templates
The option to set a default view for users when accessing the template list. It currently shows All Templates but it would be better if we can set it to show 'Shared With Me' or a custom Template List view.
2 votes -
Prompt a warning before deleting content library items used in smart content blocks
There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.
5 votes -
Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
6 votes -
Comments on templates
I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.
5 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
3 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Add footer and page background to content library items
My template is multiple pages but i can only seem to convert one page to content. When i convert template to content i am loosing my footer and background.
7 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.
2 votes -
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces
Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.
At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
Additional layer, it's unknown where else that template needs updating.2 votes
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