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  1. Dynamic document owner: Allow Zapier to change document owner

    10 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  2. Transfer the ownership of the template

    23 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    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)

    Jason Murray supported this idea  ·