Org-level API endpoint to retrieve workspace membership by user
Customer is requesting improvements to multi-workspace API architecture for Enterprise franchise use cases.
Current customer environment:
40+ franchise offices
Each franchise requires its own PandaDoc workspace
Users may belong to multiple workspaces
CRM + embedded signing workflow is the primary use case
PandaDoc is being used primarily as an API-driven signing/orchestration layer
Current pain points:
Workspace API keys are isolated per workspace
Customer must maintain:
workspace API keys
workspace/user mappings
webhook management per workspace
synchronization logic internally
No efficient org-level way to dynamically determine which workspaces a specific user belongs to
Main customer request:
Org-level API endpoint to retrieve workspace membership by user
Example desired functionality:
"Get all workspaces this user belongs to"
Customer wants to dynamically route users into the correct workspace during embedded signing/document workflows
Customer is Insureline
AdminLarry Xiao
(Admin, PandaDoc)
shared this idea