You will either get a PandaDoc email or the document sender will share the document link with you in another way (for example, via text or a messenger). Open the email and click Open the document or click on the document link.

Review the document and fill out fields assigned to you. Click the Start button at the top to navigate directly to the fields:

If you have any questions, add them in the comments on the right. The document sender will be notified via email and won’t miss it.

The field you must fill out will be highlighted in red, while the optional fields will be shown as grey.

When you start typing in a required field, the Next button will appear on the left and will navigate you to the next field you must fill out.

Once you are ready to sign the document (and if you are required to sign it), click the signature box(es) and put in your signature.

To confirm signing the document, click Finish at the top. The document then transfers to the Completed status and becomes legally binding.

Download your PDF copy:

If you need to forward a document to someone, click Other actions in the top right corner and select Forward from the dropdown. Then, enter their email address.

If you don't see the button, ask the sender to enable document forwarding.

Alternatively, click Forward in the email you received.