Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
12
votes
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Charmyn Marchan commented
The ability to update recipient information (email address, name, etc) in bulk on sent documents.
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In case one person is pre-assigned in many templates, option to mass update this recipient and change it to another one
