There is now the ability to clone existing document templates

• Within document builder select 'Manage > Templates'

• Choose the template you could like to clone and select 'Manage > Clone'

• Your new cloned document will appear in your template list with 'Copy of' infront of the original name, you can now edit the template and change the name as appropriate

See screen shot below:

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com.