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  1. [Workspaces] Sync or copy contacts from one workspace to another

    23 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  2. Convert a form to a template

    121 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello,

    Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result: 

    - Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)

    - When clicking 'Create form', choose the desired template

    Please use this Help Center article for additional reference.

    We hope these resources can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  3. [Bulk action] Select and edit / update several templates at once

    30 votes

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    Idea  ·  5 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Bryce Benson commented  · 

    Allow the creation of a single footer that automatically gets applied to the bottom of each page in a PandaDoc template (similar to Word). This would allow for creation of single page template where the footers automatically get applied at the PDF Page Breaks when the document is sent for signature.

    Bryce Benson supported this idea  ·