Signing Group: Ability to assign fields to a group of recipients
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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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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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.
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Ralf-Peter Herber commented
It is great that you can put a signing order for individuals, but on my documents I often have individuals sign first for e.g. approval of a certain step and later after some other signatures by other individuals again e.g. for close-out. It would be great if the signing order could be tied to fields too.
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Dr. Alex Jones commented
Ability to (manually) accept 1 of 2 signatures and receive a certificate for the one. This can even state that the original had two signatures and only one signed officially.
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Inna Babii commented
Possibility to add a couple of recipients as the first/second/third one to receive a document. For example:
1 person first
then to 5 persons
then to 3 persons -
AdminJenna Tinney (Admin, PandaDoc) commented
Be able to assign a signature field to a group of people
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Yana Martynenko commented
One field for multiple signers.