Error message: "You can't send estimates using duplicated or newly created PandaDoc templates"

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Corey Ahern

• February 08, 2023 16:45

I created a new template for customer estimate, and I am trying to send PandaDoc via Intuit Quickbooks. When I try to "save and send as Panda Doc", the following error message appears: 

"Select a standard PandaDoc template.

You can't send estimates using duplicated or newly created PandaDoc templates."

 

How then can I use the template I created? 

 

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• Official comment

  

  Christopher Ragland

  • February 08, 2023 19:55

  Hello Corey,

  Thank you for your post in the Forums! It's my pleasure to help. Quickbooks offers four pre-built templates that you can customize to suit your business. Please Note: You can only use and customize those four pre-built templates. You will not be able to use templates you build on your own in PandaDoc. 

  

  The information in the above screenshot is available in this Help Center article under the section titled 'Customize Templates'.

  Thank you for choosing PandaDoc!

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