Combine/Merge Templates & Documents
There should be a feature that allow you to combine templates and documents
Anonymous
shared this idea
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:
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.
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Marta Nelson
commented
Combine or split templates at page breaks.
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with the ability to remove one document from template without having to edit all.
Right now we create a document with multiple templates, which means when one page changes, we have to recreate whole doc all over again and reassign fields, this is so time consuming, and a reason we would considering going back to dotloop
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Roman Klinetskyi
commented
Ability to add a few document in one document. After the document signed, should be a few separate docs.
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Lindsay Dubé
commented
Not the same document that you use over and over. The same document but it already has a clients information on it. So when you upload it, select 'add template' and it will insert text, signature, and initial fields all over the document.
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Alvin Jorge PandaDoc commented
Add whole document into another document instead of per pages
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Yana Martynenko commented
Option to merge templates.
