Availability: All plans

Under workspace settings you can set up your Workspace name and icon.

Availability: All plans*

*Send via Business email feature is available starting from the Business plan

You can allow your colleagues to join your account if they’re working within the same domain as your account’s owner and join your workspace by sharing a public link of a template/document with them.

Learn more about inviting users here.

To allow teammates from your domain to join your account, check the option to Allow anyone at your domain to join this workspace upon request.

Here's how users will be able to request access to the workspace.

To allow users to join your workspace by sharing a public link to a template/document check the option to Allow anyone to request access to documents. Select Save changes.

This will allow your teammates to request access to your workspace when you share a template or document URL with them.
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To allow users on your account to connect their business emails to send PandaDoc documents via their personal inbox instead of using PandaDoc email select Allow workspace users to send documents using their business email. Select Save changes.

Once this option is enabled in Set up workspace settings, each user on the account will also need to enable it under Personal > My account.