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  1. Automatically organize documents to folders: create trigger to move completed docs to specific folder

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    12 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
    Released  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – we've recently released some automation recipes, including moving sent or completed documents to a selected PandaDoc folder.

    Automations are template-based — so, once you set up an automation within your template, all new documents created from this template will inherit the setup.

    This automation is available for Business and Enterprise plans.

    Learn how to setup this automation here.

    Brittany Meyers supported this idea  · 
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    Brittany Meyers commented  · 

    It would be great to be able to change the status of a document, and then have that document automatically be moved to a new folder to keep things organized.