PandaDoc

eSignature & Notary

Learn how to enable and send documents with PandaDoc’s qualified e-signature (QES), including signing order rules, limitations, and pricing.

Qualified e-signature in PandaDoc: Overview and requirements (new experience)

Step-by-step guide for recipients on how to sign a PandaDoc document using Qualified Electronic Signature (QES) and verify their identity.

Qualified e-signature (QES): Signing guide for document recipients

Set up a 21 CFR Part 11-compliant workspace in PandaDoc. Learn availability, pricing, what’s included, and how to get started.

Build 21 CFR Part 11-compliant workflows using PandaDoc

In-person signing (classic experience)

Qualified e-signature in PandaDoc (classic experience)

PandaDoc eSignature Compliance

eSignatures

Passcode verification

SMS verification

Learn how to set up a passcode, SMS, KBA, or ID verification for document recipients to enhance security and proper access before signing.

Protect documents with identity verification

Learn how to set up different verification tupes for document recipients

Identity verification

This article offers a guide on how to create an Exemplar for your state to begin using RON platform.

How to Create an Electronic Notary Exemplar

Invite Notaries to your account. Make sure they are active members of your team. When added, they would need to verify commission status.

How to invite your Notaries

For notary sessions, set up camera, verify signers, invite participants, and begin signing. End or restart sessions if needed.

Notarizing documents

Ensure camera/mic access in settings before joining. Follow the email invite, complete ID verification, and sign the document online.

Notary session. Recipient guide

Common bugs and recommended troubleshooting steps that can help fix issues one may encounter during the document notarization process.

Notary troubleshooting

In PandaDoc Notary, upload your document, add participants, prepare, and send it. Sign and download once complete.

PandaDoc Notary On Demand

This article outlines how the signers undergo KBA and credential analysis.

What does my signer see?

Viewing your Notarial Journal

Set up your Notary profile: provide your Commission details, Upload your stamp and create your signature.

Setting up your notary profile

Preparing for Notary session

Using a custom digital certificate for notarization

Troubleshooting PandaDoc Notary technical issues

Notary

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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A quick lap of the product so you know where everything lives.

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Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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