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1. Move documents across workspaces and keep the statuses

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   31 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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   Amy Koch commented  ·  Aug 28, 2024  ·  Edit…  ·  Delete…

   We must be able to move fully expedited agreements and other documents from one workspace to another without losing any of the history. Downloading it and then uploading it into another workspace isn't an option because we can't have it in "Draft." Plus, it takes an enormous amount of time and is very inefficient.

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   Amy Koch supported this idea  ·  Aug 28, 2024