Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For example
you have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners the Box.Net pdf is updated
this automatically is pulled in to all new proposals generated with template
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vote
James Cooper
shared this idea