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  1. Approval Workflow through API

    15 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Lachy Wharton supported this idea  · 

  2. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    12 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Lachy Wharton commented  · 

    Big +1 on this request.

    We have a use case in our business as follows:

    Within bundle:
    * Doc 1 - must be signed by A and B
    * Doc 2 - must be signed by A and C

    For privacy reasons (read: legal requirement), C should not be sent and should never see Doc 1.

    So ideally:
    * Doc 1 is sent to A and B only (even better if we can optionally add C as a "cc"/viewer)
    * Doc 2 is sent to A and C only (even better if we can optionally add B as a "cc"/viewer)

    As normal, the bundle is complete once (1) A and B sign Doc 1; and (2) A and C sign Doc 2.

    Lachy Wharton supported this idea  ·