The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
AdminChristopher Ragland
(Technical Support Associate, PandaDoc)
shared this idea
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Georgie Fenwicke commented
This is so annoying
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HELEN KLASSEN commented
One extra click might seem insignificant, but when you're doing this all day long, it becomes extremely inconvenient. It seems like a simple fix to just give us the option to turn this default off. I didn't notice it in the trial, or maybe I thought it would eventually stop asking.
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Alexander Sakhibov commented
Disabling Save Template Prompt:
Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow. -
Levi Meulensteen
commented
Yes please!