Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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AdminAnonymous (Admin, PandaDoc) commented
the ability from an existing document to duplicate the document to create an additional order form
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Jorge Aguilar commented
Currently, the option to convert a document into a template is available, but I find this process to be less than optimal. While templates are undoubtedly useful for recurring use, there are instances when duplicating a document directly would be more efficient. The challenge I face is that, with the current system, I end up with numerous "templates" that were intended for one-time use, making it difficult to distinguish them from my official templates.
Hence, I would like to suggest the implementation of a direct document duplication feature. This feature would allow users to effortlessly create a copy of any document, including those that have already been signed. By providing this functionality, users like myself can maintain a clear separation between our frequently used templates and those documents that were duplicated for specific, one-time purposes.
I believe that such an enhancement would streamline the document management process and contribute to a more organized and user-friendly experience within the software. Your consideration of this suggestion would be greatly appreciated, and I look forward to the possibility of seeing this feature implemented in future updates.
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Jonathon Gillis commented
It would be convenient to have the ability to duplicate a document while within the document editor, rather than only being able to do so from the Documents page.