PandaDoc
PandaDoc is a document automation platform that helps businesses create, send, and manage proposals, contracts, and quotes digitally. It offers templates, e-signatures, payment collection, and workflow automation to close deals faster.
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How to allow users to request access to documents in PandaDoc

Here is how to allow users to request access to documents in pandadoc

  1. First click on the profile button in the top right corner of the header
  2. Then click on "Account settings" option in the dropdown menu
  3. Next click on "Set up workspace" option in the left sidebar under the "CURRENT WORKSPACE" section
  4. Then click on the checkbox for "Anyone to request access to documents" under the "Allow:" section
  5. Finally click on the "Save changes" button in the top right corner of the page

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Why should you allow users to request access to documents in PandaDoc

PandaDoc is a dynamic tool designed to simplify the creation and management of documents online.

The feature allowing users to request access to documents in PandaDoc enhances collaboration by granting efficient communication channels. This capability ensures that stakeholders can quickly and easily gain the access they need, fostering smoother workflows.

Using this feature streamlines document management, reducing delays and enhancing transparency. It promotes a seamless document workflow, boosting productivity and collaboration within teams.

Last update
February 2, 2026
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