If a PandaDoc was sent to someone who is not authorized to sign, the Pandadoc email contains a “Forward” button at the bottom that the dealer can click to send it to someone else.
However, we can also take the following steps to change the signer from our side:
- Open the Panadadoc
- On the right, click on the Manage Recipients tab
- Click on the contact's name
- Click Change Signer
- Select/Enter the new signer details
- Click Change and send
- It should be automatically resent to the new signer's email address and the original recipient remains on the document as a CC.