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Sales & Marketing
complete
Feature is available now.
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Whitney Wilde
Yes! I appreciate that there's a workaround, but this shouldn't be something that requires a bunch of steps. It should happen with the click of a button.
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Iver Aune
Whitney Wilde what is the workaround?
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Whitney Wilde
Iver Aune See what Pamela Hilton suggested in response to Ian Molendyk's comment below. It definitely works but it really should take so many clicks to make it happen.
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Iver Aune
Whitney Wilde oh wow...
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Ian Molendyk
Yes please I just spent 2 hours building a template and realized I have to do this all over 20 times lol
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Pamela Hilton
Ian Molendyk I have a work around for this. Once you complete your template, click on "Use Template". This will add it to your drafts on your contracts page. Then all you need to do is turn this draft back into a template and rename it (use 3 dots). Hope this is clear enough!
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Brian Hood
Pamela Hilton Thank god. This worked perfectly! I can't believe they don't have a simple "duplicate template" feature after all this time.