Workspaces

Availability: Business*, Enterprise plan

* This feature is available as a paid add-on. 

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

1. On the left, click on Settings, then Workspaces.
2. Click on the green button Create a new workspace and provide a name.
3. You can modify the name of the workspace by clicking on Change name.
4. Click on Team under a workspace, and you will be redirected to the workspace and will be able to view its members.
5. Integrations button allows you to set specific integrations for a workspace.
6. In Settings, you can set up a Workspace icon and logo for email correspondence.

In order to switch between workspaces, go to the Dashboard > click the workspace name at the top left > select another workspace from the list.

Alternatively, click on the workspace icon in the top left and choose another workspace from the list. 

Add users to your workspace

1. In your workspace, go to Settings > Team. 
2. Click Invite new users in the top right corner.
3. Add the email address of the user and assign a role to them.
4. Click Invite new user.

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

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.