222 results found
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Too many clicks to content center & going backwards to a content center folder doesn't work anymore
The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.
So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN…
2 votes -
Add a content library item as section to the pricing table.
I'm working in a pricing table and I was wondering if there is a way to add an entire section like I do for content library items. I need it to be in the same table.
2 votes -
2 votes
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Disabling the payment option
Option to disable the payment feature on the document.
1 vote -
Spacer component in template builder section
We currently don't have a spacer component available when building templates, making it difficult to space the forms.
Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.
1 vote -
Share template folder with other workspaces
Ability to share a template folder with other workspaces
2 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:
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Move templates to another workspace
Ability to move directly move templates to one workspace to another
2 votes -
Ability to see how many and what agreements when using a specific template from our template library
I'd like to see how many and what agreements are when using a specific template from our template library. Please share how best to do this.
2 votes -
1 vote
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audit trail in template
Audit Trail in the Version History of the Template. Show which component has been touched or removed or edited. Was it the signature block, the table, the variable X,Y,Z. Was it the Smart Content, the approval workflow, pre-assigned roles, the image, the header or whatever it is that was changed, accidentally or intentionally. I'm finding it annoyingly buggy that we had to disconnect and reconnect the integration a couple of time since getting this rolled out in May. We can't leave the template, the integration or the automation as is for long durations of time without needing to retouch or…
1 vote -
pulling a report on how many smart contents was used
pulling a report on how many smart contents was used
1 vote -
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
2 votes -
Conditional Template Page
Allow document pages to be conditionally rendered. Similar logic to the conditional rendering of smart content placeholders.
1 vote -
document made from a specific template get a tag automatically
I would like every document made from a specific template to get a tag automatically so they cannot forget
2 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 video:
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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.
2 votes -
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 -
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 -
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
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