Text content placeholders for templates
Problem
We need to send quite a lot of information from our webshop to Pandadoc:
- including short values, like numbers or a couple of symbols
- but also lists or just formatted text
This is currently not possible(?) with Pandadoc, as the only way for "dynamic" data are variables. But these are far away from user-friendly...
- don't allowed formatted text, even not simple one, like strong text.
- are only really useful for short texts, but we also send paragraphs or long texts.
→ we are currently working with about 100+ variables to be able to have some kind of "decent" layout.
But in most cased the variables aren't even filled and send, and then have to be removed again by an operator...
Proposed solution
- Add something like a "template text block", which just can be replaced with arbitrary rich text content and will be converted to normal text block in a final document.
- Within the template, it should be possible to set a placeholder / default text, which just gets replaced or be converted to the content of the normal text block (if there is non send)
2
votes