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Ideas to Improve PandaDoc: Templates & Libraries

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Transfer the ownership of the template

To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

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AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) shared this idea  ·   ·  Admin →
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  • David Finkelstein commented  · 

    Being able to easily change the owner of a template is a significant oversight when you are trying to use APIs and share templates. Duplicating them is not really an answer because that creates tech debt that needs to be resolved.

  • Jason Murray commented  · 

    it appears that when using zaps to create docs from templates, the sender defaults ONLY to the owner of the template, which is less than ideal; unless i'm not understanding the capabilities of the zaps, then it seems to be a significant gap in the product that you can't use zaps to create a template that default to a designated sender (as opposed to the owner of the template)