Skip to content
← Have an idea? Share it!

Settings and activity

4 results found

  1. delete workspace option

    22 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lindsay Morris supported this idea  · 

  2. When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.

    12 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Lindsay Morris commented  · 

    I just went through this process not knowing the documents would transfer to a different folder and now I have to move ~150 documents back to their original location. This 'feature' just cost me 1/2 day to a full day of work!
    We should be able to transfer ownership with the documents staying is the current location. No need to move them.

    Lindsay Morris supported this idea  · 

  3. delete a workspace or archive a workspace

    5 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lindsay Morris supported this idea  · 

  4. Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template

    72 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Idea  ·  14 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Lindsay Morris supported this idea  · 
    An error occurred while saving the comment
    Lindsay Morris commented  · 

    Locking templates is a necessary feature. I had issues this morning where I had to go through and redo a lot of our shared templates b/c someone accidentally edited the templates thinking they were editing in their own space. Can we get this ASAP so I don't lose hours having to recreate again?