Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
AdminSara Rodriguez
(Admin, PandaDoc)
shared this idea
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Sonia Serra commented
Is there any way that the person can forward only the signature authority and not other fillable fields? For example: If I assign Juliette as the authorized Signer and assign her to fill other fillable fields like (registration number/ Legal Name/ Finance Contacts...). Juliette fills out all the fillable fields but wants to forward the signature to our CEO (Martin). In that case, Martin would have to fill all other fillable fields that Juliette was supposed to fill. Would there be a way where she can just forward the signature without the other fillable field? Or reassign it to Martin?
I'm highlighting this issue because in some companies, the individuals authorized to sign documents may not have knowledge of specific details, such as the registration number, tax registration... It's important for us to facilitate a smooth process for the client. -
Iryna Pekarchyk commented
Allow a document signer to forward each signature field assigned to them to different signers. In other words, distribute the fields to multiple signers.
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AdminAlexander Litvin (Admin, PandaDoc) commented
Allow multiple users to fill in the same fields simultaneously
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AdminMike Turke (Admin, PandaDoc) commented
allow signature forwarding to work with some fields and not all
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AdminYana Martynenko (Admin, PandaDoc) commented
The possibility to transfer the fields assignments from one recipient to another.