Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
Hello,
Thank you for reaching out and sharing your feedback. While we currently don’t offer this feature, there are a few alternatives that exist to help achieve the desired result:Â
- Create a document from the desired template and use that document to create a Form (workaround for this is in the comments)
- When clicking 'Create form', choose the desired template
Please use this Help Center article for additional reference.
We hope these resources 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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ross
commented
This is feature that would be very useful.
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AdminValeryia Baranava (Admin, PandaDoc) commented
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’d like to provide you with a workaround to potentially achieve the desired workflow. To create a Template from a Form, you can convert the Document created from the Form into a Template.
Thank you for sharing your feedback, stay tuned for other updates! -
Kristin Held commented
This would save so much time.
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Rocio Landivar
commented
Be able to create a template based on a created form, the same thing the documents, have an option the option to create a template from a custom created form