Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Tanys Thoms
commented
To be able to preview our created company templates prior to creating the document will save time in our workflow since we won't have to try to replace the template sometimes multiple times. We have multiple versions of forms and it's not always possible to name them in a way to be able to choose the exact one we need. The "old experience" allowed us to preview all templates and it helped us work faster. Please consider bringing this option back to the "new experience." It has been extremely frustrating when we have to re-do documents all of the time. Thank you.
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I used to use Canva for some personal projects, and I really love how they have "preview" feature of the templates.
Some reasoning:
- It allows users to browse multiple templates quickly and assess which one best suits their needs without committing to opening or editing the template first.
- By previewing a template first, users can avoid the hassle of loading and editing templates that don't meet their needs.
- Also, users can make more informed decisions about their design choices when they can instantly visualize the result. -
shawn commented
This would make my life way easier!
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Angelica Lapat
commented
The ability for the Form recipient to preview it prior to putting in contact information.
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
should be possible to preview the form before publishing it and sharing with the customer
