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Send and sign a document
Send and sign a document
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Written by Marya Maksimchuk
Updated over a week ago

Note:

A maximum of 50 documents can be sent during the trial.

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Here's how signing a PandaDoc looks like for your recipients.

Send

Once you've created your document and added recipients, you can go ahead and send it.

You have two options:

  1. Send document via Email/Text (SMS): Your recipient will get an email/ test (SMS) from PandaDoc which will include access to the document. You can include a customized message in the email, but it is not possible to add a personalized message in the text (SMS).

  2. Send document via link: Use this option for greater flexibility in sending your document. You can share the link via any messaging app.

  3. Sign in person: This option enables your recipients to sign a PandaDoc document in person on your device.

If you are the only signer on this document, you will see Finish document button instead of Send document. Select Finish document and you'll be navigated to the fields you need to fill out. Once you've filled out all fields, click Finish to complete the document. If you have CCed recipients on this document, they'll automatically receive the signed copy after the document is completed.

If you are both the sender and a signer of a document, you can fill out all the fillable fields assigned to you before sending it to other recipients. This way, you can ensure that the document is completed on your side. Once you send the document, the Signer indicator next to your name will be marked as green, indicating that you have completed your part of the document.

Note:

Document pre-signing is only permitted while it is in Draft status.

Now let's see what the process looks like if you have more than one signer or if the signer is someone else. In the example below, we’ll talk here about sending the document via email. Click here for a guide on sharing a document via link, or here if you'd like to earn about Text (SMS) delivery.

  1. After choosing this option, check the document name and click Save and continue

  2. Change the email subject in case of need

  3. Add a personalized message for delivery via email

  4. Check document settings: expiration, auto-reminders, renewal, suggesting, and forwarding

  5. Looks good? Send the document!

Additionally, you can send a document on the behalf of your team member and add recipients in CC.

After the document has been sent

On the right, you will see recipients’ analytics. You can get valuable insights about how your customer interacts with the document:

You will receive notification emails as your recipient views and completes the document. Learn more about notifications here.

Note:

The document status changes to 'Viewed' only after any recipient, except the document owner, opens it.

Your recipient can ask questions and you can follow up with them through the comment box:

Private comments are only visible to the members of your PandaDoc account. If you’d like the recipient to see the comment, choose Public comments.

If you have any fields assigned to yourself, fill them out and complete the document:

Signature сertificate

After the document has been signed and finalized by all participants, you can download a PDF of the signed copy. The PDF copy will include the Signature Certificate (last page) - a confirmation that the document has been accepted and signed. You can also set up an automatic email notification that will include the PDF copy and will be sent to all document recipients.

Signature Certificate includes:

  • Document REF#,

  • Signers' names,

  • Signers' signatures/initials,

  • Verified email addresses,

  • Signers' IP addresses and location,

  • Time Stamps on when the document was sent, viewed, and completed.

Signature certificate isn't generated when:

  1. The document has been completed manually

  2. The document doesn't contain a Signature field.

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