Update role variables
For example, the user has created the document from the template and filled in the role variables Client.Country, Client.Surname, etc. After that, the client's country or curname has changed (the documents hasn't been sent yet). The feature request is to be able to pull the updated values from contact records to role variables (synchronize them, the same way like "Import from CRM" button works now)
29
votes
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Paul Cedric Guevarra
commented
Option to Update Roles variables automatically after changing the signer of the account
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Gene Castillo
commented
When a company changes names, auto update on documents
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AdminYana Martynenko (Admin, PandaDoc) commented
Update variable info (role variable) in PandaDoc documents automatically (once it is changed in contacts).