216 results found
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pre assign person email in roles in content library items
pre assign person in roles in library item
4 votes -
[Bulk Action] Export and bulk delete documents from a particular template
Bulk Export and Bulk delete documents of a particular template that have been completed
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 -
4 votes
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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 -
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.
3 votes -
Approval workflow for templates (send template for approval)
Approval workflow for templates (send template for approval)
3 votes -
Increase the number of characters for template title
Increase the number of characters for template title
3 votes -
3 votes
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Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
Google documents <> PandaDoc sync
To use a Google Docs document as template, but keep this sync for any changes. So if we change the Google Document, that the template within Pandadocs is up to date.
3 votes -
I-9 employment eligibility template
I-9 employment eligibility template
3 votes -
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.
3 votes -
History view for content library items
History viewer for content library items on which templates/documents they were used.
3 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 -
authorization (access code) to be added on a template level
authorization (access code) to be added on a template level
3 votes -
3 votes
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bulk move content library items to the templates tab
bulk move content library items to the templates tab
3 votes -
Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes
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