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