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Templates are updated once the Content library item is updated as well

Content Library Updates also Update Templates

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AdminMasha Kisel (Admin, PandaDoc) shared this idea  ·   ·  Admin →
Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

For more insights about Conditional Smart Content for Senders, refer to this article.

Thank you for sharing your feedback, stay tuned for other updates!

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  • AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented  · 

    If a CLI is updated, for it to be updated throughout templates that have that live content library item update.

    If this is a possible conflict of interest across clients, then to have a parameter in settings that will allow a client to toggle on/off for this option.

    This would create a more efficient environment and allow for unified messaging.

  • annemieke.wellin commented  · 

    I'm wondering what the status is to this request (which i suggested in a support call about a year ago).

    It would be amazing if your current templates would update with the latest changes to certain content blocks.
    Because right now, I'm manually changing 20 templates everytime our terms & conditions have a slight update...

  • Dov Rosenberg commented  · 

    Would add that it would be great to be able to stack content library items (i.e. include A inside B) and have changes to those items (A) automatically update the children (B).

    Overall, this would greatly help for building presentations (among other things) - keeping copyright dates up to date across tons of different pages and page formats, ability to have a footer or header image that could be updated across an entire document.

    Note: the current header/footer functionality isn't great for this because we've found we need to use cover pages to get the slide layouts we need.

  • Micah Fox commented  · 

    I'm VERY interested in this update. Please keep me posted!

  • Katie Logan commented  · 

    This is huge... Right now we have to maintain multiple instances of the same document, which seems contrary to the intent of the content library!

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