Auto-update templates/CLIs if the item is updated in Catalog
Auto-update templates/CLIs if the item is updated in Catalog
Yana Martynenko
shared this idea
3 comments
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Solomiia Mereniuk
commented
Would be nice if forms/documents will be auto-updated once Catalog items/Content library items are updated
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Brenda Bennett
commented
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
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#.