Settings and activity
7 results found
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7 votes
An error occurred while saving the comment -
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
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63 votes
An error occurred while saving the comment 
Sarah O'Connor
commented
Client would like to be able to preview what a form will look like without having to publish it
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21 votes
An error occurred while saving the comment Sarah O'Connor
commented
First Name = Mike
Last Name = Duckworth
Company (optional) = Go Home, LLC.[ X ] Send correspondence as Company
- If checked, all communication to recipients will have Company Name in lieu of sender's First & Last Name -
273 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Sarah O'Connor
commented
Pre-Sign template option so documents can be signed by the sender on the template level and save time.
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29 votes
It is possible to upload contacts using CSV via Google Contacts: https://support.pandadoc.com/hc/en-us/articles/1500004997122-How-to-import-Google-contacts
An error occurred while saving the comment Sarah O'Connor
commented
Customer suggested a way to transfer email address in bulk from excel to attach to the sender list
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298 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment Sarah O'Connor
commented
Sometimes a client may have multiple businesses, but may operate under the same email. It would be helpful to be able to create contacts with the same email address and name, but be able to change the business name and have it as a separate contact within PandaDoc
Client would like to have an "Upload file" for the client accessible within API.
Per client: currently we are having to manually download each file they have uploaded by logging into the Panda website.