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'to enable a clinet to forward the document to more than one recipeint.' has been merged into this idea

Ideas to Improve PandaDoc: Recipient Experience

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to enable a client to forward the document to more than one recipient.

to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

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Jeff Shawcross shared this idea  ·   ·  Admin →
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  • Savannah Faulkner commented  · 

    Workflow:
    1. Assign all fields to one recipient and send to them
    2. They forward the document to a second person who fills in some fields
    3. This second person forwards the document to a third person who fills in the rest of the fields

  • Jeff Shawcross commented  · 

    to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.