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Workspaces
Workspaces
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Written by Marya Maksimchuk
Updated over a week ago

Availability: Business*, Enterprise plan

* This feature is available as a paid add-on for $20 per seat per month.

PandaDoc workspaces are a great solution to distribute your content easily across separate teams, departments, groups, or projects.

Each workspace is a unique environment with a unique Dashboard, Documents, Templates, Catalog items, and Contacts.

Watch an overview video:

Add and modify a workspace

Note:

Only the Account owner can create workspaces.

  1. On the left, click on Settings, then Workspaces.

  2. Click on the green button Create a new workspace and provide a name.

  3. The created workspace will be added to the list.

When you hover over a workspace name, you'll find the following options:

Select the three ellipses button to the right of a workspace name to find the following options:

  1. +Invite people: invite team members to join your workspace.

  2. Manage team: manage the workspace members.

  3. Rename: click on this button to modify a workspace name.

  4. Branding and emails: configure a workspace icon and logo for email correspondence.

  5. Integrations: set specific integrations for a workspace.

To switch between workspaces, select the workspace name at the top left > select another workspace from the list.

Alternately, move between workspaces using shortcuts Cmd + K (on Mac) or Ctrl + K (on Windows) to activate the Jump to dialog.

You can also switch between workspaces by selecting the Switch to this workspace option from the dropdown in the Workspaces section:

Note:

If you're a part of more than one PandaDoc account, you can switch between them the same way.

Add users to your workspace

  1. In your workspace, go to Settings > Team and seats

  2. Select Invite new user in the top right corner

  3. Add the email address of the user and assign them a role

  4. Then copy the invite link and share it with them via preferred messenger or send an email invite

If you want to share content among workspaces, refer to this article.

Note:

If you want to delete, rename, or need to create a separate private workspace (for example, for HR Team), reach out to our Support team.

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