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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

    Zen Brown supported this idea  · 

  2. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    Zen Brown supported this idea  · 

  3. Ability to turn off specific notification emails sent to recipients.

    139 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Zen Brown commented  · 

    Should be able to designate what document is sent to whom upon completion. Example: for our client contracts, the customer should be able to get a complete package. internally, each document sent should have ability to be designated to specific recipients.
    this way contract copies can go to one department, account setup forms can go to another, and so forth.

    Zen Brown supported this idea  ·