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  1. Convert a form to a template

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    4 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Solution Exists  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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: 

    - 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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    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

    Rocio Landivar supported this idea  ·