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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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

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

40 votes

Yana Martynenko shared this idea · Feb 26, 2020 · Admin →

Idea · Nov 9, 2020

2 comments

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Brenda Bennett commented · July 23, 2021 1:04 PM

I agree. Editor 1 allowed for this functionality however, Editor 2 does not. The fact that the pricing tables are not hard-linked to the catalog items creates difficulty when trying to update several different templates and pricing tables with numerous catalog items each. It is time-consuming and allows for a greater chance of error.

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Scott Podgor commented · April 28, 2020 1:13 PM

PandaDoc pricing tables, templates, and documents are not hard-linked to the Catalog. The Catalog is the master price list, so in order to mitigate errors amongst our team, it would be great if it automatically adjusted prices throughout our documents. It would be best to have an option to link them all based on SKU#.

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