More connection between workspaces: Design options, themes, settings shared between workspaces
- themes and fonts available and shared across all workspaces
- swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
- shared settings for all the workspaces to better manage the account
AdminSolomiia Mereniuk
(Admin, PandaDoc)
shared this idea
After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Jaynna Ellis Dela Llana commented
Ability to choose a document sender from users in different workspaces
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AdminAnonymous (Admin, PandaDoc) commented
It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
1. Branding
2. Logo.
3. Signature
4. Email Address -
Danielle Kraft
commented
Yes. Being able to create workspaces for area of customer relations but have the customer banks the same. example adding contacts to multiple workspaces with one entry. having their sent documents visible from all workspaces. but allow initial processing, sold jobs, payment, and aftercare/service be separate. allows team to stay in their lanes and not see the mess of other departments.
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Amber Ali
commented
Yes please! the option to apply themes and branding across all workspaces is greatly needed.
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AdminChristian Tobar (Admin, PandaDoc) commented
User would like to apply same workspace settings such as branding (Logo, Button Colors, etc.) to multiple workspaces.
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User would like to apply same workspace settings such as branding (Logo, Button Colors, etc.) to multiple workspaces.
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Nancy Nitsche commented
This is so needed!!!! I'm actually not setting up a separate workspace because it makes double the work. Having separate workspaces was one of the reasons we chose PandaDocs and now I'm realizing it's not worth the effort to have it because it doubles the amount of work you have to do.
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Option to apply one branding to all workspaces at once
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share a custom theme across workspaces
