Add Collaborators on Templates like documents
We are building a large number of templates. It seems crazy that we don't have collaboration tools for them like we do for documents. I need the same tools available in both places, don't you?!
Bryan DeSilva
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Anonymous commented
Have the ability to add a collaborator to the template level.
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Andrea Gouldy
commented
I don't want my employees to have Admin or Manager roles but I want them to be able to collaborate/edit templates just like they can with specific documents.
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AdminYuliya Valko (Admin, PandaDoc) commented
collaborating on a template level - inline comments, redlining, invite collaborators
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Savannah Faulkner commented
Ability to add a collaborator on the Template level.
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Emily Gould
commented
Add the ability to make comments to templates
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Will Stratton
commented
Being able to have a set of collaborators set to be linked to a doc would be a huge quality of life enhancement! We use our collaborators internally and it has became a constant chore to add the same five or six people to each document. This would save us time and save us the headache of remembering that so and so did not get linked accidentally! P
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Emily Gould
commented
Include automatically adding the collaborator to the document when the document is created if the collaborator has been added to the template.
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Mike Bachety
commented
It would be a tremendous value add for us if collaborators could be added across all are templates. We have the same legal and finance team who needs to edit documents each time they're created. Automating them being added to every document at the template level would ensure they're always added to the document before its sent for approval.
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When collaborating on a template when a comment is made and clicking on the email to go to the document, for it to go directly to the item that requires to be resolved.
