How to Create and Manage a new Workspace

Creating a new workspace in PandaDoc is easy, but there are some details you may miss along the way. This post will answer all those questions you might have when setting up a new workspace for your organization.

Creating a workspace:

On the bottom left, hover over your name and then click on the three horizontal dots.
Click 'Settings'
Click 'Workspaces'
Click 'Create workspace' towards the top right-hand side of the page, and then add the name and click 'Create'

*You can modify the name of the workspace by clicking on 'Edit name'. Just hover your cursor over the workspace name (in Settings -> Workspaces) to see this option.
**Note: You will only see the option to ‘Create a new workspace’ if you are the account owner

Branding

Branding each workspace is essential. A unique icon for the workspace will allow you to identify the workspace you are working in.

Adding Team Members

You can either add a new team member or an existing team member to access the new workspace. If the new team member to the new workspace is already a current member in another workspace, this does not take away from your available seat count.

In your workspace, go to Settings > Team and licenses.
Click 'Invite new user' towards the middle of the page to the right.
Add the email address of the user and assign a role and license type.
Click 'Send invitation' or 'Copy link' if choosing that option.
This flow is the same if the team member is already a member in another workspace.

Switching workspaces

There are two ways to switch between workspaces.

On the top left-hand side of the screen, click on carrot next to the workspace name (1), and then select the desired workspace (2).

Your Turn

How does your team use Workspaces? And what tips can you share?

Spider Veins Australia

November 06, 2023 22:09

Need to have workspaces enabled

Christopher Ragland

November 07, 2023 14:57

Hello Spider Veins Australia,

Thank you for reaching out here in the Forums.

Our Support Team received the request you put in regarding workspaces and you can expect someone from the team to reach out to you shortly.

Thank you for choosing PandaDoc.

Randy Sharp

July 18, 2024 21:18

Is there a way to move a template from one workspace to another without downloading and re-uploading (which causes me to lose all of the variables, price table, and formatting)?