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

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    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.

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    Michael Lunt commented  · 

    It would be great if you update an item in the catalog and those changes are reflected in any new instance where the pricing tables are used. This way our team can be assured that they are using the most up-to-date pricing for our services without needing to manually update each template.

    Michael Lunt supported this idea  ·