Adjust the document name on creation
Allow to adjust the document name when creating the document from template within the assignees window
4
votes
Alexander Litvin
shared this idea
2 comments
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AdminJenna Tinney
(Admin, PandaDoc)
commented
Have users be forced to rename the document when you are creating from the template instead of just taking the template name. If you forget to rename it is hard to then find the doc
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Charmyn Marchan
commented
When I go to use a template, it would be great for an "untitled document to be created. I have made the mistake multiple times of accidentally editing the template when I meant to make a document.