[Bulk action] Select and edit / update several templates at once
Bulk edit templates
Natallia Skarabahatava
shared this idea
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Anonymous commented
I have a feature suggestion that would significantly enhance our workflow and efficiency. It would be immensely beneficial if PandaDoc could create a functionality where we can merge input fields from one template to all other selected templates. Specifically, if a merge field name is updated in one template, it should automatically be added to all the templates that we have selected for the update. This update should only occur in the sections specified within each template.
For instance, if I update a text field in a specific section of one contract, I would like the same update to be reflected in the corresponding sections of all selected templates. This feature would streamline our document management process and ensure consistency across our numerous templates.
I believe this addition would be a valuable enhancement to the PandaDoc platform, not just for our startup but for many other users who manage multiple templates.
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Savannah Faulkner commented
Edit multiple templates text at once
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William Fay
commented
It would be nice to bulk update templates so that if, for example, we get a new procurement officer - we can have all current templates updated so that individual is notified when deals go through and product needs to be procured.
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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.
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AdminTameeka Gilchrist
(Admin, PandaDoc)
commented
Ability to change multiple templates at once.
Client would like to make a change to a field within a template and automatically apply the change to other templates that use the same field