This article acts as a guide to Free eSign.
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Free eSign plan overview
Here’s an overview of what’s included with Free eSign:
5 uploaded documents per calendar month (no templates or editable documents)
2 recipients per document
Payment integrations (no CRM integrations)
You can find a comprehensive list of features here.
Changing your plan to Free eSign
To change your plan to Free eSign, follow these steps:
Select Help in the top-right corner, then select Live chat
Next, select Account Billing in the chat window
Select Switch to Free eSign plan
Finally, confirm that you would like to switch
You’re all set! You’ll see a confirmation message that your plan has been changed to Free eSign.
Warning:
Templates and content library items will be inaccessible after downgrading to Free eSign. Make sure to download these items before changing your plan.
Creating and sending documents
Follow these steps to create and send a document:
Note:
Supported file formats for uploading are .pdf, .png, .jpg, .jpeg, and .docx.
Note:
Radio buttons, dropdown, and collect files fields aren’t available with Free eSign.
If you upload a .docx file, make sure to select Skip when prompted about creating an editable PandaDoc document.
Troubleshooting
“1 of 5 free documents sent this calendar month” message
Free eSign includes 5 uploaded documents per calendar month. Once you reach this limit, you’ll need to wait until the following month to create and send further documents.
Note:
If you’ve downgraded to Free eSign after already sending 5 documents as part of another plan, you’ll need to wait until the following month to create and send further documents.
I can’t send a document with more than 2 recipients
You can add only 2 recipients per document using Free Sign. Upgrade to a full plan to add more recipients.
To upgrade, follow these steps:
Select Start subscription now within the document or on Home
Next, select Change plan
Enter your credit card information
Finally, select Pay now
“Doing our part to reduce spam” message
Since certain users can use no-cost tools like PandaDoc to share harmful links, we're not allowing Free eSign and trial users to send documents with links. By removing links (including hyperlinked emails) from your PDF and re-uploading it to PandaDoc, you’ll be able to send the document. To avoid restrictions on sending documents that contain links, please upgrade to a full plan by following the steps above.
Upgrade to send, download, or print this document” message
If you see a message that says: “If you’d like to send, download, or print this document, please upgrade to a full plan or remove these features: table, image block, text block.”
…you’ve most likely uploaded an editable document. Free Esign includes only non-editable documents. For .docx file uploads, re-upload the document and make sure to select Skip to create an editable PandaDoc document.
If you uploaded a PDF, check if the document includes any blocks. If so, you’ll be able to send the document once these blocks have been removed.
I can’t invite a user with Manager or Member role
If you're unable to invite a user in a Manager or Member role, note that account roles are available only with Essentials, Business, and Enterprise plans. All users invited to Free eSign accounts will have an admin role.
To invite users in a Manager or Member role, consider upgrading to a full plan by following the steps indicated earlier in this guide.
I can’t download my document as .docx
Free eSign plan allows you to download your document as a PDF only. To download your document as .docx, consider upgrading to a full plan by following the steps indicated earlier in this guide.