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Ideas to Improve PandaDoc: Documents & Data Management

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Option to change the document owner once a document is generated from CRM

Option to change the document owner once a document is generated from CRM.

Will allow the creator of the account to choose the owner of the document once creted from CRM

5 votes

Paul Cedric Guevarra shared this idea · Jun 7, 2022 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · Oct 26, 2022

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US Energy Solutions commented · March 15, 2023 12:38 PM

as well as from pandadoc

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