3 results found

1. Allow approval workflow in bulk sends

   Allow approval workflow in bulk sends

   2 votes

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Send documents in bulk

2. Either/Or signing (one-of-many authorized signer)

   Title: Either/Or signing (one-of-many authorized signer)

   Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.

   Expected behavior:

   Sender selects a signer group (e.g., Signer A OR Signer B).
   The document completes when any one signer in the group signs.
   Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
   Audit trail/certificate records who signed and that the others were optional.
   Optional: ability to restrict the group to specific emails/domains for compliance.
   Why it matters: Many organizations have multiple people with signature authority, and today we have to rely on forwarding or manual cancellation, which is error-prone and harder to control.

   Title: Either/Or signing (one-of-many authorized signer)

   Request: Add an “either/or signer” recipient type so a document can be sent to two (or more) authorized signers, but only one signature is required to complete the document.

   Expected behavior:

   Sender selects a signer group (e.g., Signer A OR Signer B).
   The document completes when any one signer in the group signs.
   Once one signer completes, the remaining signer(s) are automatically marked as not required and can no longer sign.
   Audit trail/certificate records who signed and that the others were optional.
   Optional: ability to restrict the group to specific emails/domains for compliance.
   Why… more

   1 vote

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:

   Recipient groups

3. Send to legal team for review

   Id like to be able to send our documents to our client for signature and review and then once they sign to automatically send to our legal team to approve of it (they don't have to sign just give an okay) and then once its approved to have it sent to our boss for the final signature and completion.

   1 vote

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   0 comments  ·  Approvals  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

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   Close

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Signing order