115 results found
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saving documents in google drive from PandaDoc
To have the ability to save documents in google drive from PandaDoc
18 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Saving Completed PDF files to Microsoft One Drive, Google Drive, Dropbox, or Box
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Ability to restrict access to certain templates with password.
Ability to restrict access to certain templates with password.
17 votesValeryia Baranava responded
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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.
17 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
16 votes -
16 votes
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Sharing multiple content library items across workspaces
Being able to share more than one content library item across workspaces
15 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
15 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.
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content library export
It would be great to have an option to export my content library
14 votes -
Template Gallery in the EU Domain
Access to the Template Gallery in the EU domain/server
13 votes -
CLI reporting: which templates/documents each content library item has been used in
A feature that provides statistics on usage and which templates/documents each content library item has been used in.
13 votes -
Option to change page properties if the page was uploaded
Option to change page properties if the page was uploaded
13 votesLindsey Schocke responded
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Content Library search inside a folder
Content Library search inside a folder
13 votes -
Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
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)
13 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
12 votesHi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
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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
12 votes -
Folder Lock/Hide Option
Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.
11 votes -
Link fields across templates
The ability to utilize the link field feature i.e when templates/documents are bundled together.
11 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
11 votes -
Customize Padding for Several Blocks at Once
Client would like there to be a way to adjust the padding and margins of more than one text block etc at a time, rather than having to adjust manually within each.
11 votes
