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  1. Shared templates can be moved to the folders

    4 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    FOCUS Engineering & Surveying Marketing commented  · 

    We really need to be able to move and delete shared templates.

    FOCUS Engineering & Surveying Marketing supported this idea  · 

  2. [Workspaces] Sync or copy contacts from one workspace to another

    27 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    FOCUS Engineering & Surveying Marketing supported this idea  · 
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    FOCUS Engineering & Surveying Marketing commented  · 

    My company has several departments that operate as independent business units, so I've created workspaces in PandaDoc for each department. Most of our clients are also shared between these various departments, so we would like to be able to enter a client in one workspace, and then make that client available in any/all of the other workspaces so that someone in another department doesn't have to re-enter client information. This will help streamline our processes and make PandaDoc much more user friendly for our teams.