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Ideas to Improve PandaDoc: Content Editing & Design

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Two separate roles with one signer

Customer would like to be able to assign one recipient in two different roles with signing order

5 votes

Sherwin John Mendoza shared this idea · Nov 7, 2023 · Admin →

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Jeremy Poehls commented · March 13, 2025 10:51 AM

Need to be able to use a document for an onboarding process that has some repeat folks on it in different phases of the process.

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Paula Hodge commented · January 16, 2025 10:34 AM

nice to have

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Gail Wescott commented · January 16, 2025 9:46 AM

We need to be able to send documents to a nurse, a doctor, a patient/family for signing

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