Auto-update pricing tables and quotes in templates if product catalog is updated manually
33
votes
AdminAnna Kovalchuk
(Admin, PandaDoc)
shared this idea
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Same with CPQ Quote builder
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AdminAustin Craig (CSA, PandaDoc) commented
Sync catalog items within all pricing tables and quotes that contain them whenever they are updated. Using a .CSV does this already, but you can't add images into a .CSV (as far as I'm aware) so it won't work for every change.
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AdminJonathon Gillis (Admin, PandaDoc) commented
Having the option to be able to automatically sync product catalog updates into templates where the item is already inserted into a pricing table would be helpful to eliminate needing to update the items manually on multiple templates.