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

    91 votes

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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.

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    Ben Jennings commented  · 

    Signed documents from a template (e.g. merged HubSpot data into a PandaDoc template, document created and signed) need to be able to be automatically filed to a folder.

    Eg if the template is for client contracts, they should automatically go into that documents folder.
    If the template is for personnel contractors, they should automatically go into that doc folder. Having all docs together automatically is a giant pain and makes the product unusable as we grow.

    Ben Jennings supported this idea  ·