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  1. 45 votes

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  2. 48 votes

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    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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    Phil Jackson commented  · 

    We may have to find another product if this is not implemented. We cannot possibly have a manual price update on every form when prices change. In construction, material prices change daily!. Can someone at PandaDoc please update this thread and confirm if this is on your roadmap or not. If so, what are the expected roll out dates so that we can make decisions?

    Phil Jackson supported this idea  · 
  5. 54 votes

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    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:

    - Quote Builder

    - Quote data fields

    - Quote rules

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

    If you need help with the setup, please reach out to your Account Manager or PandaDoc support team.