Roles & Recipients

PandaDoc template “Roles” are placeholders for people who are typically signers or have their names in a document. For example: Client, Sales Rep, Accounting, etc. “Roles” are great timesavers when used in conjunction with “fields” and “tokens.” By leveraging these, you don’t have to manually assign your signers (“Recipients”) to fields or type in their contact information.

Auto Assignment: When you set up specific Roles within a template, PandaDoc will auto-assign recipients to input, signature, and other interactive fields. Those Roles can be: client, decision maker, client’s lawyer, etc. For each Role you also have the option to allow or restrict document and signature forwarding.