Duplicating Templates

You can duplicate any template in your Planning Pod account with the click of a button.

To Duplicate a Template

1. Log into your account. 
2. From the main navigation menu, select Templates. 
3. Click to view any of the following template categories:
   • Contracts
   • Proposals & Invoices
   • Proposal & Invoice Line Items
   • Payment Reminder Schedules
   • Email
   • Budgets
   • Checklists
   • Floorplans
   • Food & Beverage Packages
   • Forms Builder
   • Itineraries
   • To-do lists
   • Vision boards
   • Worksheets
4. To the right of the template you wish to duplicate, select Duplicate.