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 template to a different folder in PandaDoc

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

First click on the dropdown arrow next to "Templates" in the left sidebar to expand the menu
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 that you want to move to a different folder
Then click on "Move" option in the dropdown menu that appears
Next, click on the folder where you want to move the template in the dialog box
Finally click on the "Move here" button at the bottom right of the move dialog to confirm the action

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

PandaDoc streamlines document workflows by offering efficient document management solutions.

One powerful feature in PandaDoc is the ability to move templates between folders, enhancing your organizational efficiency. This feature allows users to categorize templates in a way that suits their workflow, ensuring that the right documents are always at your fingertips.

By easily relocating templates, users can maintain a clutter-free workspace. This helps in quickly accessing necessary templates, reducing time spent searching and boosting overall productivity.

Last update

February 2, 2026

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