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 move a document to a different folder in PandaDoc

Here is how to move a document to a different folder in pandadoc

First click on the "Documents" item in the left sidebar navigation menu
Then click on the three-dot menu button next to the document you want to move
Next click on the "Move" option from the dropdown menu that appears
Then, click the folder you want to move the document into in the Move dialog to select it as the destination
Finally click on the "Move here" button to confirm moving the document to the selected folder

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Why should you move a document to a different folder in PandaDoc

PandaDoc is a versatile platform designed to simplify the creation, management, and storage of documents.

Effortlessly moving a document to a different folder in PandaDoc ensures that your files are always organized and easily accessible.

This feature streamlines your workflow, allowing for efficient management of large volumes of documents, while reducing clutter and enhancing retrieval speed.

By keeping documents neatly categorized, you improve team collaboration and maintain a seamless document management experience.

Last update

February 2, 2026

Tutorials