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  1. Auto-reminders per recipient

    24 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Casey Poon commented  · 

    Don't want to spam my own staff with reminders, particularly when we have 80 contracts and the CEO and the Chairman are the final signers! I should be able to either not send reminders to internal staff, or set reminders per signatory

    Casey Poon supported this idea  · 

  2. Option to show the signer who completed the document in the reporting feature

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Casey Poon supported this idea  · 
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    Casey Poon commented  · 

    There are usually more than 1 party to sign a document. Having no statuses in between viewed and completed is a huge oversight.
    I want to be able to see in a report that 1 out of 4 signees have signed, or 2 out of 5 signees have signed

  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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    Casey Poon commented  · 

    Sent out contract for 4 signers, first 3 signed and then found out 4th was on extended leave...

    Casey Poon supported this idea  · 

  4. Allow to send a document with multiple signers to send without knowing the additional signer's email

    11 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Casey Poon commented  · 

    any updates on where this is at?

    Casey Poon supported this idea  · 

  5. Send documents with unassigned fields: No need to assign fields

    68 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Casey Poon commented  · 

    Government bureaucracy means that documents will be forwarded many times. Any updates on where this is at?

    Casey Poon supported this idea  ·