Settings and activity
5 results found
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134 votes
Hi!
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
An error occurred while saving the comment Daniel Lewis supported this idea ·
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76 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment This is critical as we scale. Mistakes on contracts can be costly if there are discrepancies between a contract and SFDC, not to mention time lost for reps and revops, and for finance or deal desk to reconcile signed contracts vs. SFDC.
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3 votes
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110 votes
Hello,
We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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4 votes
I want to preserve old templates and their metrics, but keep users from using them. Users purposefully using an out of date templates costs us $ on a regular basis, especially after we roll out major pricing changes in SFDC that usually have accompanying EULA changes.