Edit Existing Template

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12 comments

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    Rocky Dohmen

    Hi Kelly,

    Yes, you can edit an existing template. However, if you are not using API or Zapier, I always recommend duplicating the template and making the edits to the copy. This is so nothing gets messed and you have a backup. 

    Depending on how the template was created you should be able to change any text, images, and or add anything you would like. 

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    Rebecca Claster

    Can you share how to edit if I choose not to duplicate?

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    Rocky Dohmen

    Hi Rebecca,

    I'm not sure I understand the question. You can start adding text, editing text, clicking on images to replace them with a new image. However, any edits made to the template will reflect on any future documents created from that template - which is why I always recommend to duplicate the template before editing. 

    However, if you make a mistake you can revert the template (or document) back to a previous time with Version History

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    Darren Davis

    I think Rocky is a Bot. If you ask a closed question you get a "yes / no" answer. The real question asked by Kelly, and reaffirmed by Rebecca is "how do I edit a template without having to create a duplicate"? I think we've all spotted typos in our templates and want a simple solution if possible. Thanks

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    Rocky Dohmen

    We should probably get smarter bots than me.

    The answer is simple, open the template and edit the content within the template. Anything is editable. Click in the text box and change or add text:

    Click an image and then click the little arrow to replace it with a new image:

    Or you can add in whole new blocks if needed:

    All of these edits were done within an existing template. 

    If the question is about editing a sent document, then you would need to put the document back to draft status and then edit what needs to be edited. You would then need to re-send the document. More on editing a sent document can be found here

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    Darren Davis

    Many thanks Rocky! I've inherited Pandadoc for the first time and don't find it particularly intuitive. Apologies if the question appears dumb. None of my text on my templates is editable. I just need to capitalise a couple of letters and change some punctuation - really minor stuff. Does this mean I have to place a new box over the top of the old text and retype it (making sure I use the same font and size etc)? Thanks again.

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    Rocky Dohmen

    Hi Darren,

    For uploaded template, you would need to edit the original/source document. Once the edits are made, you can then replace the current source file within the template:

    If the new updates aren't too many changes, the layout too much you shouldn't need to move any of the fields around, but if new lines are added, you may need to click and realign the fields that may be within the template.

    More info on changing the source file can be found here

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    Luigi Li Calzi

    @Rocky has the site design changed?  There is no 'Replace Source File' option for me, like the OP I cannot edit any of the text in my template.  There is no 'edit' option anywhere and clicking the text is futile. 

    This all seems unnecessarily difficult and highly unintuitive.  It's a generic template not a sent document, by definition it should be fully editable.

    Thanks

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    Luigi Li Calzi

    I found out in the end how to replace source file, but the process is not easy or efficient.  Why not just allow users to amend the template directly?  Perhaps not complex formatting, but basic text manipulation at least.  Frustrating.

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    Christopher Ragland

    Hello Luigi,

    Thanks for your comments here! I apologize for the trouble in replacing the source file and editing the Template. 

    Is this how you were able to replace the source file? I just wanted to make sure. 

    In regards to not being able to edit the text in the template, is it an uploaded PDF, by chance? Our Product Team does have this on their roadmap - the ability to edit an uploaded PDF. You can submit another vote for the request and subscribe to receive updates regarding the status of the request here

    Thank you for choosing PandaDoc.

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    Jeffrey Sparks

    I am having the same issue as the other posters in this thread. I cannot edit my templates. I used to be able to. I have a Creator license, and I have always been able to edit templates until attempting to do so today. What should I do?

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    Christopher Ragland

    Hello Jeffrey,

    Thank you for reaching out in the Forums.

    I apologize for the trouble. We have a few troubleshooting steps you will want to try, mainly clearing cookies and cache in your browser. If you continue to have trouble, I would advise reaching out to our Support Team so we can get this resolved in a timely manner for you. 

    Thank you for choosing PandaDoc. 

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