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

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    8 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    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.

    Adele Ireton supported this idea  · 
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    Adele Ireton commented  · 

    This is critical to our needs. We need the ability to send a document to 1 client, have that client fill out the majority of the fields in the document, and then forward the document to someone else within that client's company (who's contact information we may not have) for the final signature on the document.