172 results found
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Keep Content Library item settings the same when inserting into Document
When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.
4 votes -
HTML Template
Ability to upload HTML format files as editable templates on PandaDoc.
3 votes -
Email Template Button Color Adjustment
Visibility / colour
The "Email templates" label sits in a very light grey on a white background, so it blends in and isn't obviously a clickable button. It's easy to miss that it's there at all. Could the default colour be made brighter / higher contrast so it's clear at a glance that it's a button I'm about to click?3 votes -
Choose/ set up delivery method on Template per role
Ability to choose/ set up delivery method on template per role, instead of when creating the document or in settings
3 votes -
Have template name and variables in template name as two separate names.
When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.
Example Below:
Template Name: Recurring Subscriptions Full Quote
Document Name: {Company Name] [Create Date]3 votes -
User Instructions on a template
The ability to add instructions to users (add an image here, etc) on the template level. Content Placeholder is not an option as it only allows pre-defined selection.
3 votes -
Bulk Unassign Recipients from Roles in Multiple Templates
A feature that would streamline the process of removing pre-assigned recipients from the role in various templates simultaneously (in bulk).
3 votes -
Increase the number of characters for template title
Increase the number of characters for template title
3 votes -
3 votes
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image library restriction
image library restriction - accessible by Account Owners and users with Admin role only
3 votes -
Unbundle bundled templates
to un-bundle a Template Bundle back into individual Templates
3 votes -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votesLindsey Schocke responded
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History view for content library items
History viewer for content library items on which templates/documents they were used.
3 votes -
Metrics/reporting on individual pages for templates/docs
metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.
3 votesValeryia Baranava responded
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3 votes
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Workspace Template gallery per department
Henning would like PD to have template workspace galleries per department for an easier rollout. For instance: sales workspace with a few preset templates (proposals, SOW, contract, ...etc.)
HR (employee handbook, tax forms, training video, etc.)
Marketing (one pager, services catalog, upcoming events...)3 votes -
Create a Content Library Item from a Sent Document
Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.
3 votes -
3 votes
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Role variables as a placeholder
Option to use pandadoc variables as a placeholder
3 votes -
Option to disable Roles from template and documents
Option to disable Roles from template and documents.
3 votes
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