Document and Signature forwarding
Availability: All plans
Enable this feature in the Add-on Store.
Document forward when enabled allows your recipients to forward the document to another person to review the document.
Signature forwarding allows your recipients to forward the document to another person for signing.
Once it happens, you will be notified via email. A new recipient will be added to the recipients list. In case of signature forwarding, a new signer (their email) be recorded on the signature certificate.
Note:All the fields filled out by a recipient will be cleared if they decide to forward the signature rights to another recipient. The new recipient will need to fill in the necessary info on their own.
Enable document and/or signature forward on templates and documents
Open an existing template /document in Draft, Sent or Viewed status or create a new one. Then click the Manage button on top of the page. Under Recipient permissions switch the toggles for Document and/or Signature forwarding on.
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.
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.