Signature classes or pattern recognition.
I have the same type of categories of people repeatedly signing extensive documents. If I could assign a category to signature boxes then I wouldn't have to individually assign each entry. I could assign each person signing to something like "client", "parent/guardian", "company representative", etc. That would allow my preset signature categories to assign each entry to the appropriate person.
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vote
Michael Meyer
shared this idea
Hi there!
This functionality is available in PandaDoc templates with the help of template roles: https://support.pandadoc.com/hc/en-us/articles/360035231013--Editor-2-0-Template-Roles
Please note that this feature is available on paid plans only. You may reach out to our Support Team for more information.