Convert a form to a template [Workaround in comments]
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
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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