Settings and activity
6 results found
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109 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
An error occurred while saving the comment Rachel Rood supported this idea ·
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6 votes
Valeryia Baranava responded
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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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677 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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666 votes
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!
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139 votes
The status of this suggestion is currently unchanged. Please check back for updates.
As my company's contracts manager, I only use the approval workflow to get leadership approval for non-standard contracts. For standard contracts and non-standard contracts that have terms our leadership team has given me pre-approval to accept, I push those through and approve myself (we are both in the approval group for this reason). However, our approver still gets all of these emails and with high volume sales it can be a lot in the inbox. Since approval workflow is set at the template level, there is no work around for this.
It would be great if the Admin (Owner) or other users/roles they designate could bypass the approval process. For the sake of documentation, it would also be ideal if the Admin (Owner) could designate which conditions are met that are allowing the approval to be bypassed - from a custom drop down of various pre-approvals that can be set ahead of time.