use of templates

Question

I currently use PandaDoc and am considering changing to the Agency version of BreezeDoc. Right now, we start with a template and edit some of the verbiage in PandaDoc and then send it. Is that possible in BreezeDoc?

Natasha_originals · Answer

Hi Susan,\u000a\u000aAbsolutely — BreezeDoc supports exactly that workflow! You can create custom templates, edit the placeholder fields within them, and then use those templates to generate new documents with your personalized content.\u000a\u000a✅ How it works:\u000a\u002D Create or upload a template in BreezeDoc.\u000a\u002D Add editable fields (like signature blocks, text fields, dates, etc.).\u000a\u002D Use that template to generate a new document and pre\u002Dfill any fields.\u000a\u002D Finally, send the completed document for signing. \u000a\u000aIn short — yes, you can start from a template, customize it, and send it (with fields pre\u002Dfilled) in a way that closely mirrors your PandaDoc process!\u000a\u000aWe trust this will help and we wish you a great day!\u000aTeam Originals

susan341 · Answer

Not exactly what I meant. I know you can edit what goes into the fields. I’m talking about whole paragraphs.  If it was a whole block of copy, could you edit the verbiage and even delete parts? Or can you only edit what goes into the fields?

Garry_AppSumoOriginals · Answer

BreezeDoc doesn’t let you edit the actual text on a template. You’d need to make any content changes before uploading the file.

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