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  1. Edit/change/delete recipients on a sent and pre-signed document. Ability to update recipient signer email address after document is sent

    379 votes

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    39 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Released  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    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

  2. Option to rotate pages of a document

    109 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →

  3. Source PDF replacement

    67 votes

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    Released  ·  3 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    An error occurred while saving the comment
    Kenneth Sobrepena commented  · 

    1. We upload a 12 page contract in pdf format (original contract)
    2. We then put many, many fields on that contract and fill in lots of those fields with details
    3. Some time later we decide we need to edit the pdf, so we edit it and then re-upload the new 12 page version (updated contract)
    4. We now have to put *EVER* field back into that document manually that we already put in the first template in step 2 above

  4. Text blocks with several columns of text

    14 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
    An error occurred while saving the comment
    Kenneth Sobrepena commented  · 

    Hi, is it possible to create a two column content page wherer the text is overflowing automatically from column 1 to column 2?