Option to define the template which document was created from
Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).
Mary Yamson
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap.Â
However, if you need the info regarding which template your document was created from, please feel free to reach out to our Support team!
Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ryley Stout
commented
It would be great to be able to find all documents that have been created from a particular template, particularly for auditing purposes.
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Jeff Ewing
commented
This would save time for our document team
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Paul Cedric Guevarra
commented
Option to download completed documents base on specifirc template,
Will allow the user to download document based on thier specific template.
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How would I know what template is used in a certain doc?
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Jeremy Cota
commented
Once a document is created - have the ability to know the original name of the template
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AdminYana Martynenko (Admin, PandaDoc) commented
Option to check the template name the document has been created from.
