Quick summary
PandaDoc lets you copy any document in just a few clicks using the built-in Duplicate option, saving time when reusing contracts, proposals, or templates. This feature eliminates the need to rebuild documents from scratch by instantly creating an editable copy in your Documents library.
Steps
- Click Documents in the left-hand menu to open your document library.
- Find the document you want to copy, then click the three-dot menu next to it.
- Select Duplicate from the dropdown menu.
- A notification confirms the action and a duplicate of the document is automatically created in your library.
