[Classic Editor] Convert a document into a template
Note:
PandaDoc's Classic editor is being retired and will be unavailable starting December 1st, 2021. If you are currently using this as your main editor, our team is working to migrate you over to our enhanced Editor 2.0. Please visit our FAQ or contact upgrade@pandadoc.com to get upgraded.This feature allows you to take your existing documents and turn them into templates to be used multiple times.
Note:
both editable and uploaded documents can be converted into a template from a document.
When the document is converted into a template, it will add the word “template” to its name, e.g. if the document name was “General NDA”, the template would be called “General NDA template”.
What happens to filled-out “tokens”? If data has been filled out using tokens, the token name will remain, however, the data will be stripped out.
What happens to filled-out “fields”?: Field data will be stripped and the field be assigned to a default “Role”.
How to convert a document into a template
Click on Documents on the left and click on the name of the document to open it.
On the right, click “More…” > “Convert to Template”.
After the document has been converted into a template, you will have all the options associated with template creation: template roles, tokens, workflow, etc.
