Fantastic news, the highly anticipated document builder update has been pushed live!
From all of the team here we really, REALLY appreciate all the patience on getting this feature live and look forward to seeing what you build with it!
We’ve produced some awesome guides on the new doc builder over here:
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.