How can I use a non-default packing list template?

Andrew shared this question 3 years ago
Answered

I'd like to see how a new packing list template will look on an existing lead without setting it as the default template yet.


Is there a way to specify the packing list template on a per-lead basis, or perhaps a URL that I can construct manually to cause a packing list to render using a specific template?

Best Answer
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You can also do this from the Leads page. Use they Keyword search box to narrow down your list of leads (you can type the lead ID in keyword box to just view one lead at a time). Then, choose any of your Packing List templates from the "Reports" drop down and click "view."

Comments (3)

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I just noticed that Settings ▸ Packing List Templates ▸ View uses data from a real lead and I can manually edit the lead ID in that URL.

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Why can't I mark my own question as answered?

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You can also do this from the Leads page. Use they Keyword search box to narrow down your list of leads (you can type the lead ID in keyword box to just view one lead at a time). Then, choose any of your Packing List templates from the "Reports" drop down and click "view."