Creating a document from template

Hanna M
Hanna M Posts: 2
Photogenic
in Sales CRM #1

Why does the button create a new document from template open up the template editing view and not go and open up the new document based on the template? Our sellers now start to edit the template (and mess it up) as they don't notice that you still need to push "use this template to create a document" -button. Is there any way to lock the templates and only allow to edit when used to create a new document for the deal?

The template editing should be in a different place than the user base for templates.

Answers

  • Josh Buesking
    Josh Buesking Posts: 93
    25 Likes 10 Comments Second Anniversary Name Dropper
    #2

    I agree, long time user and I still forget to hit create document from template occasionally.

    You don't realize it until you go to click save either.

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