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Ideas to Improve PandaDoc: Templates & Libraries

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Auto-update table of content before the document gets sent out

Auto-update table of content before the document gets sent out

15 votes

Polina Ismailova shared this idea · Dec 14, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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AdminLori Nolen (Admin, PandaDoc) commented · July 29, 2024 7:11 PM

Customer tamara.gravelle@bulletproofsi.com has extensive use of Smart Content blocks in their templates. They need the TOC to auto-update the numbers when adding content to draft documents before sending.

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Sharon Connell commented · June 16, 2023 10:58 AM

Auto refresh the Table of Contents or an error message when TOC is not in sync with the document. It is super annoying to send a doc for approval and then remember to update the TOC.

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AdminSarah Rotunda (Admin, PandaDoc) commented · August 4, 2022 2:31 PM

Also - When it refreshes, keeping previously hidden tabs hidden to they don't need to be removed again

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