Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
Ryan Juszyk
shared this idea
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
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Chris Lukes commented
It appears documents can only be sorted to folders via automation when status is updated to Sent or Completed – I would like to be able to trigger the automation upon creation as well.
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When a document is created from a template, the option to specify/choose where that document is saved (in which folder)
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Ruslan Agaverdiev
commented
Automatically assign document to specified folders.
