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8 results found

  1. A button to convert content library item to template

    6 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →

  2. Auto-update table of content before the document gets sent out

    15 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.

    No need to manually refresh Table of Contents blocks - any change to headings or content ordering will be automatically reflected in the Table of Contents.

  3. 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.

    An error occurred while saving the comment
    Bart Kemps commented  · 

    To have your content managed centrally vs. in all templates separately? Absolutely brilliant!

    Bart Kemps supported this idea  · 

  4. Centralized variable management

    7 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Bart Kemps shared this idea  · 

  5. Mobile app create and send docs EV2

    66 votes

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    Released  ·  4 comments  ·  Ideas to Improve PandaDoc » Mobile  ·  Admin →

  6. Calculated Variables in Pricing tables

    91 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Solution Exists  ·  AdminLena Zaparozhats (Product Manager, PandaDoc) 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:

    - CPQ: Quote Rules

    If you'd like to learn more about the feature availability, please reach out to your associated CSM or AM or leave a request to our Support team.

  7. Document background image

    56 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

  8. Attach files in Ev2

    42 votes

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    Released  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →