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Ideas to Improve PandaDoc: CPQ - Quote Builder & Pricing table

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Auto-update pricing tables and quotes in templates if product catalog is updated manually

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Anna Kovalchuk shared this idea  ·   ·  Admin →
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  • Savannah Faulkner commented  · 

    Update pricing tables in templates automatically when updating catalog items (without importing a CSV)

  • [not provided] commented  · 

    Yes i agree, would be great to have a Sync -update prices option in any templates that draw data from Catalogue. Giving the users the option to Sync or leave as Auto-Sync should any updates be done.

  • Anna Kovalchuk commented  · 

    Update quote builder/pricing table when the products are updated in the Catalog manually (not via catalog import)

  • 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.

  • Jonathon Gillis 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.