Skip to content
← Have an idea? Share it!

Settings and activity

62 results found

  1. Templates are updated once the Content library item is updated as well

    169 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

    27 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 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!

    An error occurred while saving the comment
    Lindsey Schocke commented  · 

    It is possible to update templates with the latest content library item using a Smart Content placeholder in auto insert mode. Please take a look - https://pandadoc.wistia.com/medias/sjrtedh3o5

  2. Internal notes or comments on a document/template

    17 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

    6 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    An error occurred while saving the comment
    Lindsey Schocke commented  · 

    You can add an internal comment by making a private inline comment on a document:
    https://support.pandadoc.com/hc/en-us/articles/360052708693-Inline-comments

1 2 4 Next →