Settings and activity
6 results found
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21 votes
Valeryia Baranava responded
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216 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
Mike Dolphin
supported this idea
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379 votes
Hi there 👋
I'm excited to share that we've made it easier to update recipient details and reassign fields to another signer—even after you've hit Send.
Here's how it works:
1. Open a sent document.
2. Navigate to the settings of a recipient who hasn’t signed the document yet.
3. Click the action button:
– "Edit personal details" to update any information related to this recipient (e.g. Email, First Name, Last Name).
– "Change signer" to reassign fields to another signer.
– "Remove from document" to remove a CC recipient. Actually, now you can add and remove CC recipients not only in a sent document but even in a completed one.
For more information please visit our Help center. We will soon release the ability to perform all the actions above via PandaDoc API.
Thank you,
Igor Stefaniuk | Principal Product Manager
An error occurred while saving the comment Mike Dolphin
supported this idea
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40 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Mike Dolphin
commented
When some, but not all, of the recipients have signed a document. It would be great to be able to close the document (no more signatures allowed), and download the document with the signatures thus far AND have a certificate for those that have signed. This would enable a document to be completed without having all of the required fields completed, allowing for alternative methods or dates for signatures, or even electing a new recipient to replace the ones that didn't sign the first time. This ensures those that have signed will not have to sign the document again, saving everyone a lot of time.
Mike Dolphin
supported this idea
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68 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to the Support Team.
Yes. Currently, any recipient can forward their signing authority to another person. The DOCUMENT OWNER should also have this ability, for any of the recipients.
Simply enable the owner to be allowed to forward from any recipient to another email (could be a different person, or simply an updated email for that recipient).