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Ideas to Improve PandaDoc: Sharing & Collaboration

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Copy Smart content Templates between workspace

We test our templates in a sandbox before going live and the ability to share smart content templates across workspaces would be a huge time save

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Molly Abrams shared this idea  ·   ·  Admin →
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On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi,

Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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  • Sonia Serra commented  · 

    When sharing templates to other workspaces, have the ability to share the smart content set up as well, avoiding having to set up the templates again.

  • Austin Keith commented  · 

    This feature is important for teams that have multiple workspaces in order to have useful analytics, but still want to maintain content standards by sharing across workspaces. I can't think of a reason this wouldn't be already available when sharing across workspaces is possible for templates and other types of content.