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Ideas to Improve PandaDoc: Sharing & Collaboration

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Share templates and Content Library items in Editor 2.0

Share templates and Content Library items in Editor 2.0 by a user

58 votes

AdminVladislav Avsievich (Admin, PandaDoc) shared this idea · Sep 3, 2020 · Admin →

Released ·

Valeria Pochapskaya responded · Mar 30, 2021

The feature is released: https://support.pandadoc.com/hc/en-us/articles/1500002989441--Editor-2-0-Sharing-templates-and-Content-Library-items

Show previous admin responses (2)

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AdminEmily Cozzens (Admin, PandaDoc) commented · July 21, 2020 7:36 PM

Customer would like to be able to share/copy templates between workspaces or separate accounts easily in-app without asking the Support team to copy the templates for them.

Submitting...
AdminYana Martynenko (Admin, PandaDoc) commented · July 13, 2020 5:03 AM

The option to organize shared templates (Shared with me) into the Template folders without making copies (or make the whole folder active with one click).

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