PandaDoc

Sending documents

Add signers, CC recipients, and more to your PandaDoc documents — and manage them throughout the document lifecycle, even after sending.

Add and manage recipients

Signing order (classic experience)

The signing order ensures documents are signed sequentially, moving to the next recipient only after the prior one completes their part.

Signing order

Recipient group allows you to streamline the document signing process by assigning fields to one or more recipients acting as a group.

Recipient groups

Recipients

ID Check verifies recipient identities using government IDs. Can be set it up before opening or signing documents in PandaDoc.

ID check

Auto reminders (classic experience)

Customize the recipient experience with PandaDoc's localization and document settings.

Recipient experience settings

Auto expiration automatically expires documents if not completed within a set time, changing their status to "Expired."

Auto expirations

With our auto reminders feature, you can set up reminders to be emailed automatically to any signers who haven’t yet completed the document.

Auto reminders

When 'auto-send PDFs upon completion' is enabled, all participants get an email with a PDF of the finalized document once it's completed.

Automatically send a PDF of a completed document

Find out what notification emails are sent to various document participants.

Notification emails sent to document participants

Learn how to set up, customize, and reset currency formatting in PandaDoc templates and documents.

Currency formatting

Customize PandaDoc date fields to autofill with signing or custom dates, set format defaults, limit date options, and more.

Date field format and options

Save time by saving your email messages to be used over and over again.

Email templates (legacy Saved messages)

Set up eSign disclosure text to ensure that signers are required to acknowledge that they agree to sign documents electronically.

eSign disclosure

How to disable promotional window upon document completion?

Change the recipient view language to help recipients easily navigate PandaDoc to open, view, and sign documents.

Recipient view localization

The "Redirect after completion" feature guides signers to a custom URL after completing a document. Only signers can be redirected.

Redirect recipients after document completion 

You can connect your Gmail or Outlook business email client to send PandaDoc documents from your personal inbox.

Sending documents via business email

Depending on your business needs, you can send a reminder to your recipient, if they haven't reviewed or signed the document.

Send a follow-up reminder to sign a document

All PDF copies of signed and completed PandaDoc documents are protected. You can verify signature certificate in Adobe Acrobat Reader.

Protected PDFs of completed documents

Learn how to set up automated approval workflows in PandaDoc.

Approval workflow (classic experience)

Customize your branding in PandaDoc

Add an extra layer of security to your documents by requiring recipients to verify their identity with a one-time password (OTP) sent to their email address.

Email code verification

Settings

Send and sign a document (classic experience)

Secure document access with unique links for each recipient. Use recipient verification, and track link sharing in Audit Trail.

Share document link with your recipients (new experience)

Send documents in bulk to multiple recipients with unique copies. Available on Business and Enterprise plans with a volume package add-on.

Send documents in bulk

Send documents on behalf of your team members. Receive all notification emails about a document even if you sent it on someone's behalf.

Send documents on someone's behalf

Easily send documents via text (SMS) with PandaDoc to speed up signing.

Send via text (SMS) (new experience)

PandaDoc requires electronic consent for notices. You can request paper copies or withdraw consent via email. Check system requirements before signing.

Sample eSign disclosure

Share document link with your recipients (classic experience)

Send via text (SMS) (classic experience)

Sending

The in-person signing feature allows you and your recipients to sign a PandaDoc document in person on your device in real time.

In-person signing (new experience)

Learn how to sign and forward PandaDoc documents. No account needed! Review, complete, and sign with ease.

Sign a PandaDoc - Recipient’s Guide

To decline a document, open it, select Other actions > Decline.

Decline a document - Customer Perspective

Track document signing with a signature certificate, detailing signers, timestamps, and IP addresses on the PDF's last page.

Signature certificate of completed documents

Enable Document and Signature Forwarding to let recipients share documents for review or signing with others.

Document and Signature forwarding

Email opt-out and spam reporting

The Recipient Inbox gives you one place to find every document ever sent to you via PandaDoc — access it any time, even after a document is completed.

Recipient inbox

Post-Send

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