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'View if document was created form template under analytics' has been merged into this idea

Ideas to Improve PandaDoc: Templates & Libraries

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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).

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Mary Yamson shared this idea  ·   ·  Admin →
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  • Kaitlyn Mace commented  · 

    It would help me troubleshoot automation issues if I could see which template was used to create a document. I'd like to see it in the document's audit trail and the document info so I could see how many times a template was used.

  • 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.

  • Jeff Ewing commented  · 

    This would save time for our document team

  • 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.

  • Jeremy Cota commented  · 

    Once a document is created - have the ability to know the original name of the template