The account owner can transfer the ownership by going to Settings > Billing.
Note:Account ownership can only be transferred only to another member of your PandaDoc account.
- Go to Settings > Billing. Under Billing information, click on the pen icon next to Account Owner.
- Next, type in the name or email address to select the new owner. Select the new owner and click on Transfer Ownership.
- Then, an email will be sent out to the old owner, i.e. you, so you can confirm the ownership transfer.
Note:If you have only one license in your account and you do not wish to add a second license to invite a second team member for the transfer, you have the option to change the email address and update the name in the Personal info settings to complete the transfer.
I see the error "This person already owns an account. Choose a different member"
The user cannot be an owner of two PandaDoc accounts. If you see the error when you try to transfer the ownership, reach out to our Support Team.