How do I copy or clone a template?

Focus:  The focus of this self-help article is to provide steps and information to duplicate, copy or clone an existing template.

What type of templates can I duplicate?: You can copy any template that you have created in PandaDoc. Doesn’t matter if you uploaded it or create one using the document builder.

What is going to be the new name of the duplicated template?:  For example, if you have a template named “General NDA”, When you copy it, it will be named “General NDA Copy”.

Step 1:  Find the template to copy. Go to Templates on the left. Click the checkbox next to the template name. Click on “Duplicate” on the top row.

Step 2: New copy. You will see the new copy show up in the template list.

Step 3. Once it has been duplicated, open the document, rename it and you are good to go.

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