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1. The ability to archive templates in the workspace

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   2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Duplicate, move, rename, and delete documents and templates

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   Parker O'Very commented  ·  May 2, 2024  ·  Delete…

   Some templates require a lot of special custom work to build. They might only be needed once per year, or similar. But in some 3rd party integrations (like with CRMs), the templates appear in the order sorted by Created Date. It would be great to archive templates so they can be used or referenced again later, but out of the view of our users.

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   Parker O'Very supported this idea  ·  May 2, 2024