122 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!!
9 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.
9 votes -
Ability to download content library items as Word docs
"Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"
8 votes -
Role Variables available on document level
At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.
8 votes -
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.
8 votes -
7 votes
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Option (button) to delete a role when assigning recipients to roles and creating a document
delete role during the add recipients stage in creating a document
7 votes -
7 votes
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7 votes
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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 -
Content in reporting
Include document content in reporting (products, tokens, etc).
6 votes -
Headings auto-numbering for cover page
Headings auto-numbering doesn't work on cover page
6 votes -
Audio Clip Upload
Ability to upload audio files like mp4 to PandaDoc documents
6 votes -
6 votes
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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?
6 votes -
6 votes
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Ability to remove / customize quick access templates preview
Ability to remove / customize quick access templates preview
5 votes -
Generate a template link
An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.
5 votes -
refresh the TOC automatically when headings are inserted, modified or deleted
refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).
5 votes -
5 votes
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