Settings and activity
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169 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.
For more insights about Conditional Smart Content for Senders, refer to this article.
Thank you for sharing your feedback, stay tuned for other updates!
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Matthew Carter
supported this idea
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203 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
Matthew Carter
supported this idea
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30 votes
Valeryia Baranava responded
Matthew Carter
supported this idea
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An error occurred while saving the comment Matthew Carter
commented
New Status - Cancelled
Use case: in the event that a document needs to be cancelled from the user end (you/sending company pulls out for any reason.) The additional status will allow for better record keeping and document/template improvements based on being able to differentiate between declined and cancelled
Currently the only options for scenario are deleting the document and force decline.
Content from the content library can be standardized and updated at the template level when changes are made and allow for the mass updates of say, legal language instead of needing to either go through each template and re-add it or insert the required legal language every time.