PandaDoc
PandaDoc is a document automation platform that helps businesses create, send, and manage proposals, contracts, and quotes digitally. It offers templates, e-signatures, payment collection, and workflow automation to close deals faster.
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How to add a collaborator to a folder in PandaDoc

Here is how to add a collaborator to a folder in pandadoc

  1. First click on "Documents" in the left sidebar navigation menu
  2. Then click on "All documents" tab in the top navigation bar
  3. Then click on the three-dot menu button next to the folder you want to add a collaborator
  4. Then click on "Collaborate" option from the dropdown menu
  5. Then click the “Add name or email” text input field in the collaboration dialog and type the email address of the collaborator you want to add
  6. Finally click on "Send invitation" button to send the collaboration invite

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Why should you add a collaborator to a folder in PandaDoc

PandaDoc is a powerful document management platform designed to streamline your document workflows with ease.

The feature that allows you to add a collaborator to a folder in PandaDoc enhances team collaboration and efficiency. By enabling multiple users to access and work on documents simultaneously, this feature fosters a more dynamic and interactive working environment.

Utilizing this functionality not only speeds up project completion but also ensures that everyone stays aligned and informed, ultimately leading to better results and smoother team operations.

Last update
February 2, 2026
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