Skip to content
← Have an idea? Share it!

Settings and activity

1 result found

  1. Auto-update templates/CLIs if the item is updated in Catalog

    103 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    23 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there, thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're excited to let you know that the feature is available with Content Placeholder via “add automatically” mode. This way, whenever you create a document from a Template, it always takes the latest version of a block from Content Library.

    Additionally, with the new product catalog, products in pricing tables and quotes will be updated in templates and Content Library Items as soon as you import the updated catalog with a CSV file as described here.

    Chris vanPopta supported this idea  · 
    An error occurred while saving the comment
    Chris vanPopta commented  · 

    My Content Library is full of tables of items i've assembled together from my Catalog. I want to go back and update descriptions/pricing in my catalog. But when I update the catalog, the changes aren't reflected in the tables I've built in my Content Library!

    What's the point of the catalog when I have to manually update all my content in two places every time I want to change something?

    If I want to update a price of an item in my catalog I have to also comb through dozens of tables in my content library to change all the prices manually!

    Please update the software to make catalog items into global objects in the database so that they update everywhere when the source catalog item is updated.