Settings and activity
14 results found
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12 votes
Laila Villaverde supported this idea ·
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17 votes
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19 votes
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21 votes
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4 votes
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4 votes
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5 votes
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8 votes
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9 votes
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9 votes
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9 votes
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70 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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95 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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35 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. 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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This feature is absolutely necessary. In our use case as a very large organization, we have created 1 workspace only for admins, where all templates, images and smart contents and potential edits will happen before sharing it to another workspace. We created another workspace for Sales users, and these Sales users with member role are not in the Admin workspace at all, and yet when i have the Admin Workspace open in the Pandadoc app and the Sales user tries to send a document through the iFrame in Salesforce, they see the Admin Workspace. When I, as an admin switch to the Sales User workspace in the app, and the user sends docs from Salesforce iFrame, they see the correct workspace for them.