6 results found

1. Share template folder with other workspaces

   Ability to share a template folder with other workspaces

   6 votes

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

   Sharing templates and Content Library items

2. Add merge fields to content library

   Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

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

   Content Library

3. Sync CLI on a template

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

   5 votes

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   1 comment  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   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 follow the links below!

   Smart content block. Conditional content

   Smart content block. Pre-selected content 

4. Too many clicks to content center & going backwards to a content center folder doesn't work anymore

   The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.

   So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN item folder THEN item. 5 clicks each time,

   Whereas previously the bar worked and took you back to the sub folder making for 1 click.

   I also think the content center is a big enough portion of the software it shouldn't take two clicks to get into it.

   We did this for speed, and I feel like adding layers was not to the benefit of the end user. We are an automation company, so all of our quotes are similar but different, so the content center was the #1 reason we switched to Panda.

   The change of moving content center into templates created MANY more clicks to edit content center items. If you have a well organized content center with 3 folders to a specific item, It takes up to 5 clicks to get into it initially, then if you have to edit many items in the same folder the top left hand folder hierarchy (image below) it kicks you ALL the way to the beginning.

   So if I have to edit 5 items in the library in the same folder I have to click content center THEN root folder THEN sub folder THEN… more

   2 votes

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   0 comments  ·  Templates & Libraries  ·  Delete…  ·  Admin →
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   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, check the video below:

   Content library navigation

5. document made from a specific template get a tag automatically

   I would like every document made from a specific template to get a tag automatically so they cannot forget

   2 votes

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

   Adding Tags to Documents Automatically

6. 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 →
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   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