127 results found
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When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
2 votes
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2 votes
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2 votes
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
Add a checkbox for internal or external on templates
"Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."
2 votes -
Pull data from a template to a content library item with the help of tokens
I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.
2 votes -
2 votes
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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 -
Bulk upload of documents automatically converting to templates
- Will allow user to mass upload of document to template
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 -
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 -
1 vote
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Add 'Generated by user' section in the content library tab on a document
Add 'Generated by user' section in the right-handed content library tab on a document
1 vote -
Fix content library text field alignments when used in documents.
The alignment is way off. I had to move the text fields in the content template to make it line up properly on the document itself. I had to create and delete and test over and over just to make sure it matched properly for my co workers to use without an issue later.
1 vote -
1 vote
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ability to use the full content of the template from the template library
There is a template from the template library: https://www.pandadoc.com/freelance-video-editing-contract-template/
The client wants to have all the content that have the example of their template when they use it
1 vote -
Ability to set roles later on when setting recipients.
Ability to set roles later on when setting reciepients..
1 vote -
1 vote
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