Edit contact in the document
ability to change the contact's name in the document
AdminYuliya Tsiushkevich
(Admin, PandaDoc)
shared this idea
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Zach Snyder
commented
You should make it so that as a user, I can change a contact's information while managing the recipients in a document. For example, I have a contact that is now employed at a different school, and I know she is in PandaDoc, because I've sent her documents before. What I wanted to do was add her as a recipient, and then change her email address, but I could not do that. I had to get out of the document I was on, go to contacts, find her, edit her, and go back to the doc and add her now that the info was updated. Would have been easier and faster to be able to edit her info while I was in the doc itself, so I didn't have to change "modules" or whatever you call documents, templates, contacts, etc.