162 results found
Button to find all assigned fields
Make it easier to find any fields, especially errant fields.1 vote
Ability to merge document in bundles.
Ability to merge document in bundles.1 vote
Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview1 vote
Suggest edits on the Template level
Suggest edits on the Template level1 vote
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.2 votes
Add Image Library to banner side/enable full access to edit Image Library
Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).
Enable full access for users to edit and recreate image library however they like.1 vote
Add recipients on template level
The ability to add recipients on the template level so they are automatically applied to the document.1 vote
History view for content library items
History viewer for content library items on which templates/documents they were used.2 votes
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.9 votes
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.1 vote
Create document level custom field/variable
Create a document level or system level custom field/variable so users can store their own internal ID or information.1 vote
Integrations | Using an alternative token in replacement when an original token's value is blank/unknown
We are currently using PandaDoc and HubSpot and we generate documents using their integration.
We are currently experiencing a bit of issue with the flexibility of this setup since we cannot program the templates on PandaDocs to use alternative HubSpot properties whenever the original one is blank.
For example, on letters, we would like to greet them with their [Preferred Name] however that field not always populated and instead of leaving it as blank, we would like to use [First Name] instead, and vise versa.1 vote
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).2 votes
option to access the page properties even if it's an uploaded page
option to access page properties even if it's an uploaded page2 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.3 votes
Ability to customize a link/URL to show the client's name and order number.
Ability to customize a link/URL to show the client's name and order number.1 vote
option to have templates in A3
option to have templates in A32 votes
Ability to pull a list of merge fields.
Ability to pull a list of merge fields.2 votes
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