133 results found
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Having separate repository and folders within Image Library
- separate repository in side bar (like Content library)
- folders within Image library
136 votes -
Pre-sign template (or a Form): Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
116 votes -
Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
97 votes -
61 votes
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Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
57 votes -
41 votes
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Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
30 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
29 votes -
Mass (bulk) download templates
Mass download templates
21 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
17 votes -
[Bulk actions] Select and edit / update several templates at once
Bulk edit templates
17 votes -
bundling more than 10 documents
ability to bundle more than ten documents together
13 votes -
Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
12 votes -
Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
10 votes -
Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
10 votes -
Auto-update content library item once updated in a document/template
Please add a "overwrite/update content library" feature from documents so that as well as adding new content items, we can do this as well.
Currently it is very time consuming to manually go to content library items to override these as well as templates that use the same content. At present, adding to existing content library items means having to go clean them up as extra pages are added on top of the existing one.
In addition to the above, we can only add to the content library from active documents. Often sent documents are a very good source for…
9 votes -
Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
9 votes -
saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
9 votes -
Detailed reporting
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
8 votes -
Content Library search inside a folder
Content Library search inside a folder
8 votes
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