Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
Charmyn Marchan
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Anonymous commented
Sale manager fills 33 fields and wants to forward document only for sign from CEO
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Jaynna Ellis Dela Llana commented
Ability to retain the information in the fields before it was forwarded
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Network Cabling Montreal commented
At our company, we regularly use PandaDoc to create documents for our clients to complete and send back to us. Often, more than one person at our client's company needs to input the required information. It is critical for our workflow to have the ability for a document to be forwarded between individuals within a client's company, allowing them to complete their respective fields and then send it back to the original owner for final sign-off, all without losing any of the completed information during the forwarding process.
Could you please let us know if there are any plans to develop this functionality? Such a feature would significantly enhance our efficiency and ensure a smoother collaboration process with our clients.
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Provide the option for a signer to add additional details and then forward the document back to the original signer.
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Tenders Team commented
We use PandaDoc to create checklists for our clients to complete and send back to us. We have occasions where more than one person in the school has the information required. The functionality to enable someone to forward the document to someone else, for them to be able to complete some fields, and then send it back to the original owner for sign off (without losing any completed information when sending between them) would be really useful. Are there any plans to develop this functionality?
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Is there an option to have a recipient fill in fields, then forward it to a different person to sign it without the already filled in fields to be wiped clear.
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Rob Reynolds commented
Note that signature forwarding doesn't even warn what it is going to do (reset the changes). That should be treated as a bug and fixed immediately to WARN the end user.
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Paul Cedric Guevarra
commented
Option to have a recipient to sign the document and forward it to another signer.
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AdminYana Martynenko (Admin, PandaDoc) commented
Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.
