132 results found
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Mass (bulk) download templates
Mass download templates
35 votes -
Content Library sorting
When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc
33 votes -
bundling more than 10 documents
ability to bundle more than ten documents together
32 votes -
Folders password protection
Add password protection to specific folders inside PandaDoc
25 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
24 votes -
Detailed reporting
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
22 votes -
[Bulk actions] Select and edit / update several templates at once
Bulk edit templates
21 votes -
Lock pages from being removed from a template
It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.
14 votes -
Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
13 votes -
content library export
It would be great to have an option to export my content library
12 votes -
12 votes
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Content Library management
When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)
12 votes -
Transfer the ownership of the template
To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them
11 votes -
Auto-update table of content before the document gets sent out
Auto-update table of content before the document gets sent out
11 votes -
Have the conditional fields logic stay with a shared template from another workspace.
When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.
10 votes -
Content Library search inside a folder
Content Library search inside a folder
10 votes -
9 votes
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Attachments in Content Library
Ability to save and retrieve attachments from Content Library.
9 votes -
Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
8 votes -
Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
8 votes
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