You can organize your PandaDoc templates and documents using folders: store the proposals and quotes templates in different folders, or create documents for a client in a separate folder so that they're all easily accessible.
PandaDoc templates and documents are located in different folders. Please check the picture on the right to see our folders hierarchy.
Through the API, we support the following operations with folders:
- Create a new document or template folder
- Create a new document within a document folder
- Get a list of document or template folders
- Get a list of documents or templates stored in a specific folder
- Rename folders.
It's not possible to delete or move folders via API. Please log in to your PandaDoc account to delete or move a folder.
You can't move existing documents and templates to folders via API. Please specify a folder at the time of creation, or move templates and document to folders within the web application.
You can access templates stored in the "Shared with me" folder within the web application only. It is part of the content sharing functionality between workspaces, which is not available through the API. Shared templates can't be listed via API request, please copy the template to your workspace in order to use it.