PandaDoc Content Library: a Breakdown and Best Practices

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8 comments

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    Ryan Buttie

    Is it possible to save two pages at one content library item? For example if I have a case study that is 3 pages, can I name it one thing and insert it easily, or do I need to add three pages separately to content library?

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    Christopher Ragland

    Hello Ryan,

    Thanks for reaching out via the Forums here!

    I do have a suggestion for you. It will be a few extra steps but will get you to your goal. 

    You will follow these steps:

    1. Save the three pages as content library items separately.
    2. Open a blank document and add those three pages to the document.
    3. Save the document with the three pages to your content library.
    4. You can then delete the other three content library items if you'd like. 

    I have submitted feedback on your behalf in our idea portal here. You may submit another vote for the request, subscribe to receive updates regarding the status, and post in the comments of the request. We appreciate this feedback so that we can continue to improve the product to better serve you.

    Thank you for choosing PandaDoc!

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    Yad Jaura

    If an element from the Content Library is used in a document, if it is updated subsequently, will the document reflect that change?

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    Christopher Ragland

    Hello Yad,

    Thank you for reaching out in the Forums.

    The ability to update a document automatically when a content library item is updated is not available at this time. I apologize for the trouble. 

    A feature request regarding this has been submitted to our product team. You may click here to add another vote to the request, add any additional comments (I already added a few for you), and subscribe to receive updates regarding the status of the request. 

    Thank you for choosing PandaDoc.

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    Bryan Stone

    I am noticing it doesn't even update the templates?  Is that correct?

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    Christopher Ragland

    Hello Bryan,

    Thank you for your comment here and sorry for the delay.

    Correct, this functionality isn't available for documents or templates. I encourage you to upvote the feature request and add any additional comments you'd like so that our product team has more visibility about this request.

    Thank you for choosing PandaDoc. 

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    Steve Cullen

    Is there a way to export my entire content library to a CVS like in the catalog? Or just export the table to some version of excel?

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    Christopher Ragland

    Hi Steve,

    Thanks for your comment. I apologize for my delay. I looked into this, and this feature isn't available at this time. I have added a comment about your desired workflow to this feature request in our idea portal. 

    You can upvote the request, add any additional comments you'd like, and subscribe to receive updates regarding the status of the request. 

    Thank you for choosing PandaDoc. 

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