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  1. Move documents across workspaces and keep the statuses

    209 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Lee-ann Dunton commented  · 

    This is a hugely important feature for us as well. We have multiple business units, and due to the limitations that PandaDoc has in managing document access (i.e., no folder restrictions within workspaces), we have to set up separate workspaces to handle a lot of this. When users have access to multiple workspaces, documents inevitably get created & sent from within the wrong workspace, and we have no way to move those to the correct location.

    Lee-ann Dunton supported this idea  · 

  2. Permissions for folders: hide some folders from users / restrict account users from seeing specific folders

    64 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Lee-ann Dunton supported this idea  ·