Skip to content
← Have an idea? Share it!

Settings and activity

3 results found

  1. Transfer Documents Ownership to Another User

    53 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  8 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    An error occurred while saving the comment
    Stephen Knowlton commented  · 

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

  2. pass variables/a variable to the document name through zapier

    3 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Released  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    An error occurred while saving the comment
    Stephen Knowlton commented  · 

    Do you mean when the document is created? If you are passing variables IN through zapier, you could set the document title at that point.

  3. Thumbnail/Preview for pages

    43 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    4 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →