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

To follow the United States’ Telephone Consumer Protection Act (TCPA) and similar regulations in other countries, PandaDoc requires that senders obtain clear consent from recipients before sending electronic documents and notifications via SMS.

As the sender, it’s your responsibility to gather verbal consent from the recipient before using SMS for document delivery.

To ensure compliance, we ask document senders to certify that their company has obtained voluntary consent from all recipients. This can be done in two ways:

This certification is only required once for each workspace or sender.

Certifying Recipient Consent for API Users

To send documents via SMS through the API, consent must be certified in the workspace settings.

If consent is not certified and you attempt to send a document via SMS, you will receive the following error:

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.

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.

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).