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  1. Move documents across workspaces and keep the statuses

    238 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Donal Brady commented  · 

    I still can't understand how simple document management things like this are not in place for PandaDoc. It's the single biggest weakness of the platform. A document platform that doesn't have simple document saving UX embedded into it! 🤯

    You make it so hard to organise documents. Another example is the automations feature is so cumbersome to make completed documents save to a file directory. When creating any document, it should come as standard to ask the user which document directory they would like the document saved to, rather than it saving into the main directory.

    Donal Brady supported this idea  · 

  2. Permissions for specific documents: Private documents (Password protect documents internally)

    187 votes

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    15 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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