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Ideas to Improve PandaDoc: Documents & Data Management

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Template to doc folder

Documents created from a template automatically move to a specific folder once created/sent

10 votes

Ryan Juszyk shared this idea · April 24, 2020 · Admin →

Idea · July 07, 2021

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Daria Serebriakova commented · November 26, 2021 03:27

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 · May 07, 2021 12:41

Automatically assign document to specified folders.

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