Recipient Groups on the template level
Currently recipient groups are set on a document level and not a template level. Having them at a template level would lead to an expedited experience for end users who already know they need recipient groups before creating the document. Also would help in the sense that it could be utilized in bulk send.
AdminVivian Mach
(Admin, PandaDoc)
shared this idea
Hi there – I'm happy to share that recipient groups can now be pre-assigned in templates. To learn more, please visit our Help Center.
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Madeline Kalfas commented
This would be very helpful! It would also be good to have recipient group templates so document creators could select a group instead of selecting the same users on different documents. For example, I would set up an SVP recipient group template with 5 users and then creators could select this group in a new document instead of creating the same group each time a document is created.
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Stephen Malone
commented
Surprised there's not more upvotes for this. Being able to set default signer groups on a template level should be a basic feature!