Skip to content
← Have an idea? Share it!

Settings and activity

2 results found

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

    10 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

    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

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

  2. Transfer the ownership of the template

    16 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

    1 comment  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    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  ·