Availability: Business annual and Enterprise annual plans

Sending documents via text (SMS) is unavailable during the trial period.

PandaDoc reserves the right to suspend accounts for misusing this feature by sending spam messages via text (SMS).

Sending documents via text (SMS) is the best way to reach your recipients and complete documents in record time.

To comply with the rules of the United States’ Telephone Consumer Protection Act (TCPA) and similar laws in other countries, PandaDoc requires senders to obtain clear permission from recipients to receive electronic documents and related notifications sent via PandaDoc. It's important to note that, as a sender, you must collect verbal consent from your recipient before using text (SMS) delivery.

To ensure recipients only receive text (SMS) messages they’ve agreed to, we request explicit consent with the first sent document. Recipients must provide their consent to receive any further text (SMS) messages. If consent is not provided, the sender's ability to send additional text (SMS) will be blocked. This process will be described in the “Recipient experience” section.

PandaDoc’s default delivery method is email, but this can be changed to text (SMS) or both email and text (SMS) in Settings > Workspace defaults. The default delivery method you select will be applied to all new recipients you add to your documents.

You can also set up default and frequently used countries in the 'Phone number' section of Workspace defaults to expedite adding recipients' phone numbers.

To send a document via text (SMS), make sure to include the country code in the phone number without any formatting, e.g., +15551234567. You can easily update the phone number of the recipients when creating a document from a template—simply select delivery via SMS and make the necessary changes. The phone number will be updated at the contact level as well.

You can set up a delivery method while creating a document or in an existing document.

To set up the delivery method while creating your document, start by selecting +Document from the Document list.

Select an existing template or +Blank to create a new document from scratch. If you have a PDF or .docx file, you can drag and drop it into the upload area.

Next, assign a recipient, then click on the recipient area and select your preferred delivery method from the dropdown menu. Select Continue to proceed with editing and sending the document.

Alternatively, you can select the delivery method later when sending the document. Follow these steps:

PandaDoc sends notifications from the following:

Once the document is sent, you will receive two text (SMS) notifications sent via PandaDoc:

Once you select the document link, you’ll see the following modal window asking for your consent to receive text (SMS) notification:

If the recipient selects Agree, they will gain access to the document and receive all subsequent notifications. If they select Decline, they’ll be unable to access the document and will not receive any further notifications sent via PandaDoc.

Once recipient consent has been collected and the recipient selects the link in the text (SMS) notification, the document will open in a browser on their mobile device.

Once the document has been completed, the recipient will receive another text (SMS) notification: “{Document name} is complete and available for you to download at {Document link}.”

When the document is signed via the link in the text (SMS) notification, the signature certificate will show the associated phone number and indicate that the number has been verified.

Recipients can opt in or opt out when receiving messages from a 10DLC number, but this functionality is not applicable for those receiving messages from an Alphanumeric Sender. This feature is available in the US and Canada, but is not supported in the EU.

A recipient with a US phone number can message START to our phone number to provide their initial consent or opt back in after opting out. In this case, they will receive a confirmation message:

“You’ve opted in to receive electronic documents and related text (SMS) notifications via PandaDoc. Reply with STOP to opt out anytime.”

The recipient can also type and send STOP at any time to opt out. In this case, they won’t receive any messages from PandaDoc, and they will receive this confirmation message:

“You’ve opted out from receiving electronic documents via PandaDoc. Reply with START to opt in anytime.”

Additionally, recipients can opt in to receive text (SMS) if they open the document link and select Opt in.

Yes. Documents signed via text (SMS) notifications hold the same legal weight as those signed through email notifications. When you sign a document using the link provided in the text (SMS) notification, it is considered legally binding.

To enhance transparency and traceability, the signature certificate will show the phone number and indicate that the number has been verified after the document is signed through the link in the text (SMS) notification.

Yes. In all countries regulating business-to-consumer messaging services, businesses are required to obtain consent from the consumer. It is recommended to verify the recipient's phone number and have their consent before sending a document via text (SMS).

This indicates that the recipient hasn't provided their consent yet, or has declined to do so. You’ll need to contact the recipient and share these instructions on how they can provide consent to receive documents from PandaDoc via text (SMS).