115 results found

1. Attachment on forms

   The ability to add attachments to forms

   2 votes

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   Released  ·  1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →

2. Adding the content library feature EV2 to the right menu

   Adding the content library feature EV2 to the right menu

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Adding the content library feature EV2 to the right menu is available within the system. Please see the link for more information: https://support.pandadoc.com/hc/en-us/articles/360016230713--Editor-2-0-Content-Library

   Have a wonderful day!

3. Global Email Templates

   Ability to share email templates across multiple workspaces similar to how you can share templates.

   1 vote

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4. Conditional based logic inside of templates

   Have the ability to build conditional logic at the template level so when documents are sent to clients the correct information can be collected based off of their selection vs using a form. For example if a client selects option A inside of a document then upload documents appear vs option B a text block would appear.

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5. Timed Template Updates to go Live at Desired Date

   Many customers need to make updates to templates on an annual or monthly basis and at the moment the best option is to duplicate the template and make the changes ahead of the deadline, then transition and train all users to use the new templates on the day of deadline. It would be great to schedule updates to templates ahead of time to go live on a specific date for the existing template that the users are already familiar with using. This would save the rush to update and swap templates within a tight turnaround as well as reduce the need for training users as the template is the same they've always used.

   Many customers need to make updates to templates on an annual or monthly basis and at the moment the best option is to duplicate the template and make the changes ahead of the deadline, then transition and train all users to use the new templates on the day of deadline. It would be great to schedule updates to templates ahead of time to go live on a specific date for the existing template that the users are already familiar with using. This would save the rush to update and swap templates within a tight turnaround as well as reduce the… more

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6. Bundle Documents within Content Library, feature to Replace Source File within Templates, Transfer from Content Library to Templates

   Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.

   Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the Content Library item.

   I'd like to be able to either bundle or transfer documents between the Content Library to the Templates folder without having to create a new template to do so. Ideally, I'd like to just have the "Replace Source File" option while working in Templates to maintain the existing fields and Field IDs.

   Currently, bundling documents can only be done for documents in Templates. However, the individual documents found in Templates can't be updated easily with "Replace Source File." This feature is only available in Content Library.

   Updating various documents to be bundled together in Templates requires that I have the documents as Content Library items to perform any updates. Using "Replace Source File" allows me to keep any fields that were created rather than having to create them all over again or copying and pasting. Once it's updated as a Content Library item, I have to create a new Template with the… more

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7. Improve Template Click Workflow

   Clicking on a template title should create a new document by default. Editing the template should live under the “More” dropdown. This would align with common UX expectations and reduce accidental template edits.

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8. disable email notifcation for in person signing

   Is there a setting on a template so that when a user signs in person, they receive no email about the document at all?

   1 vote

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9. Roll back the change to the Template page.

   Adding an extra click to be able to start a new document is ridiculous. Tell your design people to learn something about UX. So annoying.

   1 vote

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   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 check the video below!

   Create a document from a template

10. Please allow for the "Make a Copy" function of a template to select + copy multiple at once
    1 vote

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11. Changing font and making bold the Drop Down items

    The Drop Down items should have facility to change font and be turned Bold so that when option selected should come in Bold on the document.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →

12. Have a contract repository for non-Pandadoc signed contracts

    We sign a lot of agreements with third-parties (such as the third-party sending us their contract; using non-Pandadoc systems) but we would like to keep those in Pandadoc along with our Pandadoc contracts. Right now you have to upload it as a "document" but then it gets confusing because it looks like it's a contract that needs to go out for signature. Would love a very simple "upload file" and ability to sort it like a file drive.

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →

13. Setup recipient quantity editing feature on the template level

    We send about 200 quotes out a month and REALLY want the recipient to be able to adjust quantities. Right now we manually have to set this on every one of these quotes. If I could set that as a feature in the template it would make our life much easier!

    1 vote

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    1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, 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 check the link below:

    Quote builder block. Enabling recipient options

    
    

14. Remove the "Draft" status from templates
    1 vote

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    Released  ·  0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →

15. PDF Inserting into Proposal

    would like to able to insert PDF docs in all areas of the Pand Doc. AS option to PNG

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    0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
    Released  ·  Valeria Pochapskaya responded

    Hi there!
    It is possible to upload a PDF or other file to the body of the document, for this you would need to click on the “+ Add content” at the bottom of the page > Upload file > Select file.
    For more information, please reach out to our Support team or visit our Help Center: https://support.pandadoc.com/hc/en-us/articles/360041128633--Editor-2-0-Create-a-document-