Update Variable Data in Documents
If I update something within a contact and that data is used on a document, the document should be updated accordingly with the new data.
This actually already happens for your documents, the only difference is that it doesn’t generate a new PDF with each revision automatically, but if you go to edit the document and then re-save it will pull the new data into the new PDF.
Unfortunately since the system can have signed documents and since it would generate a PDF for each save, there are development reasons that restrict us from doing an auto-generated PDF with each save.
We’ll continue looking into new ways of making this process more convenient going forward.