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.

Website

pandadoc.com

Industry

Collaboration

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How to make a copy of a template in PandaDoc

Here is how to make a copy of a template in pandadoc

First click on the dropdown arrow next to "Templates" in the left sidebar to expand the submenu
Then click on "My templates" option in the expanded Templates submenu in the left sidebar
Next click on the three-dot menu button on the right side of the template you want to copy
Finally click on the "Make a copy" option from the menu that appears

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Why should you make a copy of a template in PandaDoc

PandaDoc is a versatile tool designed to enhance document workflow efficiency.

The feature of making a copy of a template in PandaDoc streamlines the document creation process by allowing users to replicate existing templates effortlessly.

This functionality not only saves time but also ensures consistency across all documents. It empowers teams to maintain branding and formatting standards, while also facilitating personalized document adjustments when needed.

Last update

February 2, 2026

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