214 results found

1. 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?

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   Idea  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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2. Prompt a warning before deleting content library items used in smart content blocks

   There should be a warning before you delete a content library item. Some items could be used in a smart content block and when the content library item is deleted, it essentially breaks the smart content block. There should be an indicator that the content library item is attached/being used in a smart content block.

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3. Comments on templates

   I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

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4. Pull report showing unused templates data

   The ability to add in templates that were created but not used/converted into documents into the reporting feature.

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5. Sync CLI on a template

   Once the CLI is updated, update it automatically on a template too

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the links below!

   Smart content block. Conditional content

   Smart content block. Pre-selected content 

6. Ability to remove / customize quick access templates preview

   Ability to remove / customize quick access templates preview

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   1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

7. 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.

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   Idea  ·  Lindsey Schocke responded

   
   

8. 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).

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   Idea  ·  Lindsey Schocke responded

   
   

9. A button to convert content library item to template
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Ability to remove "Client" as a default addition to new templates

    Would like the ability to remove the default "Client" role from new templates.

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Master template settings (to control template details like option to bulk update currency)

    Master template settings (to control template details)

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. Access content library from Cover Page
    5 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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13. Smart content: leave visible (on-page) notes for the internal users as to what content should be added to a smart content block
    4 votes

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14. export the template details into a spreadsheet

    export the template details into a spreadsheet

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15. Suggest edits on the Template level

    Suggest edits on the Template level

    4 votes

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    Idea  ·  Lindsey Schocke responded

    
    

16. Remove a template role at the step of assigning recipients by clicking the bin icon
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    Idea  ·  Lindsey Schocke responded

    
    

17. Sort Template folders when creating a document from a template view.

    Folder View on Create 'New Doc' fly-out. Add a 'View' option set of buttons to sort/view Folders (will improve organization of folders alphabetically, numerically, etc.)

    Similar to how Templates has a View option (List/Grid)

    •  

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18. Sort templates when creating new document

    The functionality to sort templates in alphabetic order when creating a new document

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. pre assign person email in roles in content library items

    pre assign person in roles in library item

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. [Bulk Action] Export and bulk delete documents from a particular template

    Bulk Export and Bulk delete documents of a particular template that have been completed

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded