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  1. Smart Forms: Change name of person sending document

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Jeremy Poehls commented  · 

    We have a customer account verification process for customers to setup an account with our company. They fill out a smart form with their information, and then are sent the required documents for them to sign. Currently, the documents say they are from me, but I am not in the sales department. I need them to say they are from our company.

    Jeremy Poehls supported this idea  · 

  2. Two separate roles with one signer

    6 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Jeremy Poehls commented  · 

    Need to be able to use a document for an onboarding process that has some repeat folks on it in different phases of the process.

    Jeremy Poehls supported this idea  ·