PandaDoc

You can manage workspaces, view system roles, create custom roles, see users across workspaces, and handle billing in Organization settings.

Organization settings

Easily invite new team members to PandaDoc, manage licenses, and collaborate seamlessly.

Learn about the differences between account roles to choose the best role for your teammates.

The custom roles feature allows you to create a role for your users with specific permissions.

To transfer the license from a user who is leaving the company, to a new user, remove the leaving user first, then invite the new one.

Update your PandaDoc personal settings, including your personal information, password, interface language, and personal signature.

The audit log allows you to download a record of activity within your account over the previous 30 days.

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