120 results found
-
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 -
The Signing order should be set on Bundling feature.
Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.
8 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 -
8 votes
-
7 votes
-
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 -
Items preview in the Content library (change content library item list view)
Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)
7 votes -
7 votes
-
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 -
Add merge fields to content library
Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.
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
-
[Bulk action] Add tags to many templates in one click
Add tags to many templates in one click
6 votes -
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 -
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
- Don't see your idea?