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9 results found

  1. Auto-update templates/CLIs if the item is updated in Catalog

    100 votes

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    Idea  ·  21 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Anna Cooper commented  · 

    Yeah, critical given the number of templates we have! Price increases not only mean updating all the individual catalogue items, but those same items again on every template they are used on - it's very time-consuming!!

    We actually need the option choose on a line-by-line basis whether to auto-update that item or not (e.g. we may have custom pricing for specific items that I might not want to change, but all the accessory items should update if those prices change in the catalogue).

    Anna Cooper supported this idea  · 

  2. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    108 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  3. Multiple lines in variables: insert line breaks in tokens/variables

    4 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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  4. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    60 votes

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    Idea  ·  12 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  5. Place a page break block inside a pricing table

    81 votes

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    Idea  ·  17 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Anna Cooper commented  · 

    sometimes pricing tables get split poorly - we can't add page breaks in a table. However, if we could have an option to ensure that Section Heads must stay with at least the next one row, that would help. I don't like seeing Section Heads alone at the bottom of the page.

    Anna Cooper supported this idea  · 

  6. Headings auto-numbering for cover page

    5 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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  7. hanging indents for footnotes

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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  8. Send completed PDF option without notification

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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  9. Hubspot - add Quote object

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » API & Integrations  ·  Admin →
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