Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
Ryan Juszyk shared this idea
Released · AdminValeryia Baranava (Admin, PandaDoc) responded
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!
Daria Serebriakova commented
When a document is created from a template, the option to specify/choose where that document is saved (in which folder)
Ruslan Agaverdiev commented
Automatically assign document to specified folders.