How to Copy Documents in PandaDoc
- George Apostolov
How to Copy Documents in PandaDoc: step-by-step guide
Click 'Documents' in the left-hand menu.
Find the document you want to copy. Click the three dot menu next to the document.
Select 'Duplicate' from the dropdown menu.
A notification pops up and a duplicate of the document will be created.
Quick answer: To copy documents in PandaDoc, click 'Documents' in the left-hand menu, find the desired document, and click the three dot menu next to it. Select 'Duplicate' from the dropdown menu to create a duplicate of the document, confirmed by a notification.
About this PandaDoc tutorial
Easily duplicate your files in PandaDoc by accessing the document menu and selecting the duplicate option for quick document copying. This guide shows how to copy Documents in PandaDoc in 4 steps, starting with "Click 'Documents' in the left-hand menu" and finishing with "A notification pops up and a duplicate of the document will be created". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to copy Documents in PandaDoc?
4 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Create Basic Form Fields in PandaDoc, How to Create Document Folders in PandaDoc and How to Create Your First Document in PandaDoc. Last reviewed 05 Oct 2026.
Create your first interactive demo in minutes
No credit card required • Start building today
