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6 results found

  1. SMS Verification for API Created Docs

    32 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Chris Mountjoy supported this idea  · 
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    Chris Mountjoy commented  · 

    indeed. I imagine most users operating at any scale require it via API.. Most businesses are "API first". This idea of new features coming API last or never is completely backwards!

  2. Signer can re-assign some fields to other people

    30 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
    Chris Mountjoy supported this idea  · 

  3. Option to have a recipient to sign the document and forward it to another signer with saved field values

    51 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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!

    Chris Mountjoy supported this idea  · 

  4. Witness Signatures: Sign with a witness feature

    83 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
    Chris Mountjoy supported this idea  · 

  5. 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

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    Chris Mountjoy commented  · 

    Our use case is to send a document to a signer A, who is able to decide the "witness" after they've signed (Signer B), which on completion it goes to Signer C.

    This is a feature of Docusign, and unless addressed quickly this lacking feature will mean we have no choice but to migrate.

    Chris Mountjoy supported this idea  · 

  6. Option signature fields

    1 vote

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    Released  ·  0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →