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3 results found

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

    103 votes

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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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    Navi Dhesi commented  · 

    I waste so much time manually updating templates that I don't have time to see my kids growing up.

    Navi Dhesi supported this idea  · 

  2. Two-way sync of PandaDoc Doc Status and HubSpot Deal Stage

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Navi Dhesi commented  · 

    We need the same for Zendesk Sell!

  3. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Navi Dhesi supported this idea  ·