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  1. Smart content: ability to add into the footer

    13 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →

  2. Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field

    227 votes

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    34 comments  ·  Ideas to Improve PandaDoc  ·  Admin →
    Amanda Jacobson supported this idea  · 

  3. 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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    Amanda Jacobson commented  · 

    My company absolutely needs this. If our normal contract reviewer/signer is out of the office or if there is a new hire, all previous quotes that are still open would need to be reassigned to someone else. We don't want to have a customer sign a quote again just for us to change our signer. It doesn't look good. The sending company should be able to forward the signing just like a customer can forward to someone else to sign. We deal with a high volume of quotes so going back to change the field an re-send to customer would take an exorbitant amount of time.