132 results found
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BRING using PRE-ASSIGNED ROLES as PLACEHOLDERs for documents BACK--recent change to this is horrible!
Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.
New change is HORRIBLE!!
7 votes -
7 votes
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Pull items from content library as an attachment/hyperlink
Currently when we pull an item/content from the content library it will occupy a page in the document you are currently working, adding a feature that will enable customers to pull content from the library and make that content as an attachment to an existing document would be really helpful. Customers can get a way with their local storage or 3rd party cloud storage and utilize the library as their single repository.
6 votes -
Automatically add roles when you add smart content with the content library items.
Option to automatically add roles when you add smart content with the content library items.
6 votes -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
6 votes -
Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
6 votes -
5 votes
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Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
5 votes -
5 votes
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content library export
It would be great to have an option to export my content library
5 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
5 votes -
Headings auto-numbering for cover page
Headings auto-numbering doesn't work on cover page
5 votes -
Save alignment for content blocks added to Content Library
I just want to ask if we can merge 2 columns and make it a group and that group can be save as content library? Do you have feature like this?
5 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
4 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
4 votes -
Audio Clip Upload
Ability to upload audio files like mp4 to PandaDoc documents
4 votes -
4 votes
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[Bulk actions] Add tags to many templates in one click
Add tags to many templates in one click
4 votes -
4 votes
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Keep Content Library item settings the same when inserting into Document
When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.
4 votes
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