schedule template update to publish at "x" time.
- due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
AdminPandaKat Olarte
(Customer Success Manager, PandaDoc)
shared this idea
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Lachy Wharton commented
+1 on this. This is actually really, really important to our business.
PandaDoc currently publishes your template changes as you make them. While this is undoubtedly a handy feature for some, it's actually a real drawback/problem for us.
The vast majority of our PandaDoc usage is via the API and, using the API, we are generating dozens of documents from templates every hour. This means that there is a high chance that a document would be created from a template while that template is being edited. That means the document could have the change only partially implemented, or it could have errors if the change hasn't been reviewed and approved for release yet.
As a high-volume API user, we really need control over when our changes are published. This is critical.
The workaround we have for now is that we will only edit templates outside business hours when we are confident documents are not being generated. That's a really bad situation for us to be in.
Would love to have the ability to turn off auto-publishing of changes and instead have an option to only publish changes on demand (i.e. push a button to publish changes to template).