Changing a Signer In PandaDoc

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:

  1. Open the Panadadoc
  2. On the right, click on the Manage Recipients tab  
  3. Click on the contact's name
  4. Click Change Signer
  5. Select/Enter the new signer details
  6. Click Change and send
  7. It should be automatically resent to the new signer's email address and the original recipient remains on the document as a CC.


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