Availability: All plans
Enable this feature in the Extensions.
Document forwarding allows your recipients to forward the document to another person for review.
Signature forwarding allows your recipients to forward the document to another person for signing.
When a document is forwarded, you will be notified via email, and the new recipient will be added to the recipient list. In the case of signature forwarding, the new signer's email address will also be recorded on the signature certificate.
Note: If a recipient forwards their signature rights, any fields they have already filled out will be cleared. The new recipient will need to complete the required information.
Enable document and/or signature forwarding on templates
Open an existing template or create a new one.
On the Build your workflow panel on the right-hand side, select Define roles.
Click on Manage roles permissions
From here, switch on the Document forwarding and/or Delegate signature to another recipient toggles.
Finally, select Done to save your settings.
If you're in editing mode, follow these steps to enable the document/signature forwarding permissions:
Select the File menu on the top left
Click Roles > Permissions
From here, switch on the Document forwarding and/or Delegate signature to another recipient toggles on the right-hand panel that opens
Finally, select Save changes
Note: Once you enable the feature on a template, all new documents created from the template will inherit the setting.
Document forwarding — your recipient will be able to forward the document to another email address.
Signature forwarding – your recipient will be able to forward the right to fill out all fields (including signature) assigned to them to another email address.
Note: To enable Signature forwarding, you will need to enable Document forwarding first.
Enable document and/or signature forwarding on documents
Start by opening an existing document in Draft, Sent or Viewed status or create a new one.
On the top left, select File > Recipients > Permissions
On the right-hand panel that opens, switch on the Document forwarding and/or Delegate signature to another recipient toggles
Finally, select Save changes
Alternatively, you can enable document and signature forwarding by following these steps:
On the right-hand panel, select Manage recipients under any recipient.
Click Manage recipient permissions
Enable the forwarding toggles
Save changes
How recipient forwards a document
In order to forward a document, the recipient can:
click Forward in the email OR
click Other actions > Forward in the document, and enter an email address to forward the document to
If the recipient wants to forward the right to fill out their fields and sign as well, they must check the option "Allow this person to sign the document instead of me."
Note: You can forward a document to up to 5 recipients if you’re using PandaDoc on a trial basis, and to up to 50 recipients if your PandaDoc account is active.
Once the document is forwarded to another email address, you will be notified via email, and the newly added person will show up in your recipients list.