Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients
send doc bundles to different recipients:
Ability to send the first document to one signer/signers and then second one to others, etc
So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on
AdminSolomiia Mereniuk
(Admin, PandaDoc)
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Kayla Pina
commented
Have a section hidden to some recipients but required for others. Or bundle documents and make some documents visible to some recipients and all documents visible to other recipients. (The use case is a "for office use only" section where we keep notes related to customers' responses to a questionnaire)
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Darrel Tenter commented
I would like to make document in a bundle only viewable to specific recipients?
For example. I would like a proposal sent to client, but another doc in a bundle to go to someone internal and not to the client.
Another example would be to send the proposal to certain client contacts, a MSA to legal, W9 to accounting, etc.
This could also work for content blocks and such. -
As a user i want the ability to control which documents in a bundle the recipients should be able to view. ie: I can assign one document to an external party and another for internal review. The external customer won't see the internal document but it will be a part of the same bundle.
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Lachy Wharton commented
Big +1 on this request.
We have a use case in our business as follows:
Within bundle:
* Doc 1 - must be signed by A and B
* Doc 2 - must be signed by A and CFor privacy reasons (read: legal requirement), C should not be sent and should never see Doc 1.
So ideally:
* Doc 1 is sent to A and B only (even better if we can optionally add C as a "cc"/viewer)
* Doc 2 is sent to A and C only (even better if we can optionally add B as a "cc"/viewer)As normal, the bundle is complete once (1) A and B sign Doc 1; and (2) A and C sign Doc 2.
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AdminCheri Stockton
(Admin, PandaDoc)
commented
I've seen this implemented as using field assignment in the files is who can see the pages with the sender ability to see them all.
