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  1. Redlining - allow recipients to accept suggestions

    2 votes

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    Released  ·  1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Courtney Nicolls commented  · 

    Currently the CREATOR is the only person able to review and accept/reject redlines. There should be access to assign others to be able to do this as the CREATOR is typically admin and NOT legal counsel. Legal counsel is who needs to review and accept and reject (not admin/creator). This is a huge limitation currently.

    Courtney Nicolls supported this idea  · 

  2. 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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    Courtney Nicolls commented  · 

    It would be great if the DOCUMENT CREATOR had the ability to add a CC'd recipient after the document has been sent or the ability to FORWARD the document. To have to recall/resend is a bit cumbersome.

    Courtney Nicolls supported this idea  ·