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'Signature Forwarding: Selected Fields' has been merged into this idea

Ideas to Improve PandaDoc: Recipient Experience

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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.

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Charmyn Marchan shared this idea  ·   ·  Admin →
Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded  · 

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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  • fcaporal commented  · 

    Other use case. Rental property with release of liability. The main guest signs the contract and forwards the liability release to the all the other adult guest. The host does not know ahead of time who are the guests and the main guest may not be tech savvy.

  • Anonymous commented  · 

    Sale manager fills 33 fields and wants to forward document only for sign from CEO

  • 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.

  • 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?

  • 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.

  • Paul Cedric Guevarra commented  · 

    Option to have a recipient to sign the document and forward it to another signer.

  • 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.