The ability to move the completed documents created from the specific templates into the folder in the documents tab automatically
6
votes
AdminMasha Badouskaya
(Admin, PandaDoc)
shared this idea
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Alexander Sakhibov commented
Ability to put all the documents created from a certain template into a specific folders.
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AdminMichael Bauza (Admin, PandaDoc) commented
The customer would to have the option to place documents in folder after creating them from a template.
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AdminYana Martynenko (Admin, PandaDoc) commented
The option to sort the documents into folders automatically.
Situation: the client has 5 embedded templates and wants the documents come into different folders depending on the template used.