UX improvement: More explicit difference between working on a template and working on a document
The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.
You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.
Same with Roles and "why can't I send this document" ... Because you are in a template.
2
votes
AdminSarah Rotunda
(Admin, PandaDoc)
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the video below!
