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'transfer ownership of a completed document to a 3rd party' has been merged into this idea

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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.

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Rix Martinez shared this idea  ·   ·  Admin →
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  • Virginia Greening commented  · 

    I see a feature to transfer All documents but We don't need that on our team. We need to be able to go in and select Multiple Different Boxes from our coworker then select transfer tab for it to transfer "20 documents" All At Once instead of one at a time.. its a waste of time. Also need the same feture for when we select Multi Boxes for Lable tabs "faxed" instead of one at a time... Please Please fix this. Thank you

  • Stephen Knowlton commented  · 

    Is there a way to define who the owner is incoming from Zapier? That would be HIGHLY beneficial.

  • Jomarie Papas commented  · 

    transfer ownership of a completed document to a 3rd party

  • 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.

  • Yuliya Tsiushkevich commented  · 

    Notifications on all the documents ex-employee has created for another PandaDoc user in this company.

  • [Deleted User] commented  · 

    Option to reassign documents to any user in the workspace.

  • Sara Rodriguez commented  · 

    A user has left the organization. It would be nice to be able to assign all of their docs to a new user

  • [Deleted User] commented  · 

    Transfer of Ownership - In the absence of the other the ownership will be transferred to the other signer.