Display all recipients to each recipient
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the agreement (if it was a CC recipient who forwarded the message to them) or their name doesn't appear in the signature field (if it was another signatory who forwarded the message to them). It creates quite a bit of confusion for my clients and quite a bit of work for me to have to explain the way PD works.
In some cases I have included an explainer in the email message, which is a little cumbersome, but it seems to work.
It would be great if the email received by any recipient included at the very top: "This message was sent to ___, _, and _____." That is, listing out all of the recipients.
Brandon Harris
shared this idea
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Alexandra Quirin
commented
Two of our clients requested us to send documents via Outlook instead of sending via PandaDoc because they cannot see all the recipients in the email unless they open the document. It would be practical to display the To and Cc field in the email received.
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It would be great if the email received by any recipient included at the very top: "This message was sent to ___, _, and _____." That is, listing out all of the recipients.
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the agreement (if it was a CC recipient who forwarded the message to them) or their name doesn't appear in the signature field (if it was another signatory who forwarded the message to them). It creates quite a bit of confusion for my clients and quite a bit of work for me to have to explain the way PD works.
