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Ideas to Improve PandaDoc: Automations

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Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

Automatically replace yellow brackets in the uploaded document content with pandadoc custom variables

3 votes

Anna Kovalchuk shared this idea · Oct 12, 2022 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · Oct 26, 2022

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AdminChristopher Ragland (Technical Support Associate, PandaDoc) commented · December 8, 2022 12:26 PM

The PD user has multiple workspaces and would like to be able to download a document from one workspace that has Salesmate attributes (tokens) and upload it into another workspace and have those attributes be active. Right now, users have to go and copy/paste the attributes into the documents that contain attributes and are uploaded into a different workspace.

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