You can duplicate any template in your Planning Pod account with the click of a button.
To Duplicate a Template
- Log into your account.
- From the main navigation menu, select Templates.
- Click to view any of the following template categories:
- Proposals & Invoices
- Proposal & Invoice Line Items
- Payment Reminder Schedules
- Food & Beverage Packages
- Forms Builder
- To-do lists
- Vision boards
- To the right of the template you wish to duplicate, select Duplicate.