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Ideas to Improve PandaDoc: Sharing & Collaboration

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Transfer content between accounts: Option to transfer document /template/Library items to other account.

Option to transfer document /template/Library items to other account.

10 votes

Paul Cedric Guevarra shared this idea · May 21, 2022 · Admin →

Valeryia Baranava responded · Oct 26, 2022

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Savannah Faulkner commented · May 26, 2026 12:02 PM

Between workspaces as well. Documents need the ability to keep their status when transferred into another workspace.

Submitting...
The ParsonsTKO Team commented · April 12, 2023 2:51 PM

We would like this feature too!

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