Multiple Recipients - ONE signature needed

Comments

6 comments

  • Official comment
    Avatar
    Christopher Ragland

    Hello Applications Department,

    Thank you for reaching out via the Forums.

    The document will only look for multiple signatures if you have multiple Signature Fields with different Board members assigned to each Field. 

    In this case, if you will only have one Signature Field in the document, then you can assign the Signature Field to just one Board member on the Board of Directors and that individual will have to sign the document. 

    If you are using Signing Order, then you will want to make sure all of the other Board members that are CC’d on the document are listed before the Signer so they receive the document along with the designated Signer. We have more detailed steps on this for you in our Help Center

    Feel free to come back to the Forums anytime.

    Thank you for choosing PandaDoc!

    Comment actions Permalink
  • Avatar
    Applications Department

    Thank you for your reply.

    So if I send a document to the Board of Directors (3-5 people), I would need to assign a specific person to sign.

    My situation is, I have to send it to multiple people, but don't care which of them actually signs it.  I just need one signature.

    Is there a way I can do this?

     

    0
    Comment actions Permalink
  • Avatar
    Christopher Ragland

    Hello Applications Department,

    That is correct, only one email address can be assigned to a Signature Field. You would need to assign one email address (one recipient) to the Signature Field.

    The ability to have multiple signers for one Signature Field has been submitted in our ideal portal to our product team. You can submit another vote for this request and subscribe to receive updates regarding the status here. We appreciate your feedback so we can continue to improve the product to better serve you.

    We do have one feature available, the Approval Workflow, which would allow you to send a document to an Approver Group (the Board of Directors), and one of the Board members can approve the document before it is sent to recipients. I wanted to highlight this feature in case it may be of assistance.

    Thank you for choosing PandaDoc!

    0
    Comment actions Permalink
  • Avatar
    Patti Camara

    Is there a plan to change this?  Similar to signing groups in DocuSign this functionality is key.

     

    0
    Comment actions Permalink
  • Avatar
    Christopher Ragland

    Hello Patti,

    Thank you for your comment here! I am looking into an update on this and I will follow-up with you as soon as possible. 

    0
    Comment actions Permalink
  • Avatar
    Christopher Ragland

    Hello Patti,

    Thank you for your patience here. I have followed up with my team and can confirm that our product team is working on this feature. However, I do not have an ETA on the status of this request. 

    I would follow the feature request here and subscribe to receive updates regarding the status of the request. 

    0
    Comment actions Permalink

Please sign in to leave a comment.