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  1. Move documents across workspaces and keep the statuses

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    26 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Ryan Grissinger commented  · 

    This is mission critical - we have outgrown a "flat" (one-department) structure. We are diversifying into multiple "workspaces" and we simply need to be able to re-organize our existing signed departments into "Sales" and "Human Resources" and "Private/Executive" (for example) without loosing history. We need to be able to protect some private/confidential docs from certain teams. Downloading and uploading, or reverting all docs to "draft" status is unreasonable. This should be a simple request and we're kind of fascinated it doesn't work as expected already. We are contemplating moving to a different vendor over this issue alone.

    Ryan Grissinger supported this idea  ·