Optional Template Roles
Add feature to create an optional role that can be included or excluded from documents as needed. For example, if a template typically uses 3 roles, but one of the cc'd roles is occasionally unused.
8
votes
Moira Lavender
shared this idea
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Andrew Wixon commented
Would love this feature! Want to be able to Bulk Send, and have it work when either 2 or just 1 spouse in the household
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AdminSarah Rotunda (Admin, PandaDoc) commented
Additionally - an option/conditional signer role for forms
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Arvi Martinez
commented
Customer suggested to have an option not to put a specific email address for a signer on a document.