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141 results found

  1. Content Library management

    13 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  2. Recover deleted Templates & Content Library items

    13 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  3. Auto-update table of content before the document gets sent out

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  4. Lock pages from being removed from a template

    16 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  5. Transfer the ownership of the template

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  6. Inline comments in templates

    25 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  7. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  8. [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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    Marlin Fisher supported this idea  · 

  9. Folders password protection

    34 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  10. Content Library sorting

    39 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

    Marlin Fisher supported this idea  · 

  11. Option to define the template which document was created from

    58 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  12. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    85 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Marlin Fisher supported this idea  · 

  13. multiple approvers in same approval group

    7 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  14. custom roles can be approvers in workflows

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  15. Approval Workflow for non-pricing conditions

    8 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  16. Document Approved notification

    11 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  17. The option to skip an approver if needed.

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  18. Automatically approve documents created by the approver

    15 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  19. Conditional Content Approval

    17 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 

  20. Approval Workflow auto-reminders

    20 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Marlin Fisher supported this idea  · 
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