Transfer Documents Ownership to Another User
Add a way to transfer ownership of a specific document from one user to another so they can open, edit, and send. This feature is most helpful when an owner of the deal has changed, or the original owner is absent.
Note: There is already a way to transfer ownership of all documents when you remove a user from PandaDoc.
Rix Martinez
shared this idea
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Stephen Knowlton
commented
Is there a way to define who the owner is incoming from Zapier? That would be HIGHLY beneficial.
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Jomarie Papas commented
transfer ownership of a completed document to a 3rd party
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Jenna Bowen
commented
We have a sales team as well as product specialist in a sales territory. We simply want our product specialists to have the ability to create a document and transfer ownership to their salesperson so that salesperson can send and manage the deal.
We also have many instances where our inside sales coordinator or director of sales would like to start a document for a salesperson but then be able to transfer it to the sales rep so they may continue editing, sending, and managing...It is the only thing we cannot do in Pandadoc currently and would make a huge impact in our workflow and teamwork.
Thank you for your consideration.
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Notifications on all the documents ex-employee has created for another PandaDoc user in this company.
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[Deleted User]
commented
Option to reassign documents to any user in the workspace.
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AdminSara Rodriguez (Admin, PandaDoc) commented
A user has left the organization. It would be nice to be able to assign all of their docs to a new user
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[Deleted User]
commented
Transfer of Ownership - In the absence of the other the ownership will be transferred to the other signer.
