I want to use the same contract over and over

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Lisa Kessler

• January 02, 2023 18:37

Hi - 

 Is there a simple way to reuse the same contract over and over to send it to different people?

I would think templates, but it says I have to upgrade? Help!

Thanks!

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• Official comment

  

  Christopher Ragland

  • January 05, 2023 15:38

  Hello Lisa,

  You are correct; using a Template is the way to go! The option to convert existing documents into templates is available with our Essentials, Business, and Enterprise plans. 

  If you have one of those plans and are having issues converting documents into templates, we are happy to help. Please contact our Support Team at support@pandadoc.com. 

  Thank you for choosing PandaDoc!

   

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