Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field
Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.
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Richard Napolitano commented
This is an incredibly important feature. In my case, I work at a private school and our enrollment forms have to be filled out by each family. We need to send to both parents where applicable but it doesn't matter which one signs. In other cases, the parents are no longer together and one parent fills out the forms and the other pays. Assigning this to both parents as a group would solve this issue.
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Paul Cedric Guevarra commented
- Will allow a user to assign 2 roles in one field [ dropdown, checkbox, and radio buttons field,etc]
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Tony Nguyen commented
This would be very useful for information gathering and being able to distribute to teams rather than individuals.
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The ability to have the Fields open to anyone the document has been sent to.
Use case example, the user wants to gather information from a team and doesn't care who provides fills out the fields.
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We just had a client give us a crazy request, and curious if there is anyway PandaDoc can solve for it. The client has requested that we send a contract to 4 individuals (at the same time) and any one of them can sign on behalf of the organization. They don’t want 4 signature blocks, just one, and whoever gets to it first is authorized to sign on behalf of the organization. Is there a way to set up a signing group with one signature block for clients?
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Elly San Juan commented
How can i asign single sign field to multiple user. i have dynamic users like sometime it's 5 or 10 so how can i manage them
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Nicholas Stierwalt commented
I have seen this issue in Finance, HR, and some healthcare instances.
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Nick Martino commented
We use the text fields to allow customers to fill out scoping questionnaires for us - currently, only one recipient can be assigned to those fields. Having a signing group would allow us to get input from an entire team instead of single contacts.
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Manuel commented
We ran into a use case with a similar requirement. I think it's very common that you send an offer to a customer with more than one contact person and one signature is enough to order and complete the document.
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Moira Lavender commented
Assign multiple recipients to one signature field and consider the document complete when the document is signed by one recipient WITHOUT action from the others.
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Ryan Coleman commented
I'd also add here the ability to select a signer from a drop down of potential recipients in that department/group. And limiting the assignment of that field to only addresses in that signing group would be useful in reducing human error.
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AdminJordan Flis (Admin, PandaDoc) commented
Ability to add multiple signers for one signature. If one of them signs, regardless of who it is, the doc is completed
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Lena Panfilenko commented
I wish I could create a doc with 2 signatures but have only 1 signer completed all required fields without allocating them, so one signer can complete fields, then both sign
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Yuliya Valko commented
Possibility to have multiple people assigned to the same role to be able to sign the document. In the client's use case, there are 3 managers, any of which can sign for the manager role.
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AdminMadelyn Gunay (Admin, PandaDoc) commented
Ability to assign a field to more than one person
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Brett Scharf commented
Please allow for the assignment of a field to be completed by more than one role. Sometimes, we have minors and guardians that need to complete a document - and sometimes one has more information than the other.
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Sarah Henson commented
We often come across situations where a client wants the documents sent to the spouse as well so either could complete the paperwork. Making the fields to where either can fill them out would be extremely helpful!
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Caroline Fornuto commented
Be able to create recipient groups. Some clients send contracts to the same group of people every time. Rather than having to add recipients one by one, this would allow for them to create a recipient group before hand, and select that group upon sending.
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Natallia Skarabahatava commented
Example: signing order is enabled. The doc is sent out and signed by the recipient. Then the docs comes back to the sender, and the sender needs anyone within their account to be able to sign this document
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AdminMadelyn Gunay (Admin, PandaDoc) commented
have a field that multiple people can edit.