208 results found
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When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
A button to "add rows" to a form template table.
Allow the form user to click "add rows" or a plus sign or something to add rows of data. I would create a template with headers and 1 row of data and then the user could add rows to match however many rows of data they have.
2 votes -
Lock specific message to the template
would need to have a specific messages attached to every templates i have
2 votes -
2 votes
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2 votes
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2 votes
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Removal of content locking option for Business plan and lower plans.
Removal of content locking option if it is not available on the current plan.
2 votes -
Add a checkbox for internal or external on templates
"Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."
2 votes -
Pull data from a template to a content library item with the help of tokens
I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.
2 votes -
2 votes
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Template for Emails
Have templates to choose from when typing the body of the email.
1 vote -
Template for an equity agreement in a startup.
When creating a startup it is necessary to make a founders agreement and an equity agreement. The equity agreement is much more formal in terms of ownership and is something I think will be used a lot.
1 vote -
1 vote
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Custom Role: ability to create documents only from shared templates in document wizard
Custom role permission:
I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.1 vote -
Option to download a template so that the PDF version appears the same way as it does in the editor
Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
1 vote
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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 -
Import JSON to create a template
Option to import JSON to create a template:
I have a downloaded DocuSign JSON file template that I want to convert to Pandadoc. Is there a way to do that? When I try to import the JSON file in the Templates section, I get an error.1 vote
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