100 results found
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Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 votes -
2 votes
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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 -
Ability to merge document in bundles.
Ability to merge document in bundles.
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 set roles later on when setting recipients.
Ability to set roles later on when setting reciepients..
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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About Send Document
Create Subject and Message Based on User Role
like I have two roles i need to send different message and subject1 vote -
Complete Upload File Field at Template Level
Be able to upload a document to the upload file field at the template level so that you do not have to add it at the document level each time a document is sent out (this is to be done by the sender of the document and the attachment is always the same)- This would allow for attachment to be in body of document rather than at bottom of page
1 vote -
Allow Administrators to edit restricted sections in Templates
Crazy that an Administrator has to unlock the section, edit, then relock.
1 vote -
1 vote
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Copy of a template to be a different color
When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.
1 vote -
1 vote
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