Add recipient's first name and last name while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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The ability to add the first and last name of the forwarded recipient so that when the new recipient signs, it doesn't have the email as the signature. Right now, a new recipient would have to delete the signature and type in first and last name to sign.
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Jeff Rosen
commented
Robert pointed out that the forwarding behavior in 2.0 is different than what was seen in 1.0.
In 1.0 the person whom a document was forwarded was forced into entering their first and last name. Within 2.0 the signature is defaulted to the email address of the new recipient.
The problem is that some of his documents are returning completed with emails rather than names. It may still be legally binding (not entirely sure here) but it is a large issue for him and the rest of his organization.
It would be ideal if the user who received the forwarded document had to input their first and last name in 2.0.
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AdminMorgan Roberts (Admin, PandaDoc) commented
When the document is forwarded and the forwarded recipient is not a PandaDoc contact, the recipient is prompted to sign with their email address instead of their name. We'd like it to prompt and require their full Name instead of email address.
