Skip to content
← Have an idea? Share it!

Settings and activity

4 results found

  1. Search for tags or click multiple tags at once

    1 vote

    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

    Released  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →

  2. Permissions for specific documents: Private documents (Password protect documents internally)

    205 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

    21 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Not Planned  ·  Valeryia Baranava responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

  3. 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.

    An error occurred while saving the comment
    Brenda Bennett commented  · 

    I agree. Editor 1 allowed for this functionality however, Editor 2 does not. The fact that the pricing tables are not hard-linked to the catalog items creates difficulty when trying to update several different templates and pricing tables with numerous catalog items each. It is time-consuming and allows for a greater chance of error.

    Brenda Bennett supported this idea  · 

  4. Pull updated pricing table details from Salesforce to PandaDoc

    81 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

    10 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →