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Here’s a quick guide for how you can send a document, what your recipient will see, and how they’ll sign.
Once your document is ready to be sent, click the “Send” button on the right panel. Next, you can confirm or modify the document name.
On the next popup:
- Check the recipients;
- Check document expiration settings;
- Set an email subject;
- Add an email message for the recipient;
- Send the document.
Once the document is sent, you’ll see a confirmation popup which can navigate you to the document analytics and activity.
Your recipient will get an email notification of a sent document:
They will fill out fields and must click "Finalize" to complete the document.
The recipient can download a PDF version upon completion.