In this article, we’ll cover how your customer fills out your form — and what happens afterward.
Primary recipient experience
The first thing your customer does after opening your form is enter their email address, first name, and last name (and more if you are using role variables). Then, they click Review document.
For internal use cases, we suggest embedding your form on your own website or company intranet, rather than providing a link to it.
If you have set a secondary recipient (but haven't pre-assigned a person to it), your customer enters their own information, clicks Next, then enters the information for the secondary recipient. The role names you’ve set up on your form will be displayed here.
Next, PandaDoc guides your customer through each field they need to fill out. And to complete the form, they simply click Finish at the top. That’s it!
Secondary recipient experience
Your secondary recipient(s) don’t have to go to your website to find your form and fill it out. Instead, they receive an email notification from the form creator (you!) inviting them to open the document and fill it out.
Next, PandaDoc guides them through each field they need to fill out. And to finalize the form, they simply click Finish at the top. That’s it!
Now that you’ve learned about your customers’ experience, let’s look at what happens after they’ve filled out your form. We’ll also discuss where you’ll find signed documents and how you’ll be notified about new signatures.