Settings and activity
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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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kposthill
supported this idea
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91 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
kposthill
supported this idea
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519 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We're glad to let you know that the feature "Conditional fields" has been released. Please see this link for more information: Conditional fields.
Have a wonderful day!
kposthill
supported this idea
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227 votes
Hey there! We have an exciting update – now everyone on the Enterprise plan can use recipient groups. It's super easy! Just check the help center for all the details.
And hey, if you're on a Business plan and want to give it a try, simply reply to this message.
Igor, Product Team
kposthill
supported this idea
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81 votes
The status of this suggestion is currently unchanged. Please check back for updates.
kposthill
supported this idea
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16 voteskposthill
supported this idea
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51 votes
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!
kposthill
supported this idea
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216 votes
The status of this suggestion is currently unchanged from when the previous comment was posted.
kposthill
supported this idea
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An error occurred while saving the comment kposthill
commented
When a document is sent there is not a way for the document creator to edit the document without marking the document in edit mode. So for instance if someone signs and suggests that a file is added to the document you cannot do that without it being in edit mode. Another example is if some people have already signed off on the document and it was brought to the document creators attention that there is a type in the document or a name mis spelled the document cannot be edited on the fly to correct these items without putting the document into edit mode the signing process starts all over again.
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22 votes
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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!
Once a document is submitted for signatures PandaDoc does not allow for adding additional people to the manage recipients on the fly. Meaning once people started to sign the document without marking the document in Edit mode you cannot add someone to a CC role.
When a document is sent there is not a way for the document creator to edit the document without marking the document in edit mode. So for instance if someone signs and suggests that a file is added to the document you cannot do that without it being in edit mode.