In addition to sending documents via PandaDoc, you can now share documents via unique recipient links.
Note:Once the document is opened (via link), document analytics will be available as usual.
At this time, link-sharing will not be tracked / displayed in the Audit trail and Actions.
Plan availability: all plans
If you are on the Enterprise plan, please reach out to our support team at firstname.lastname@example.org to have it enabled. Individual and Business plan customers should have it enabled in their accounts.
Important:this feature is in BETA, recipient verification for documents shared via links is not available at the moment. Make sure that the intended recipients/signers are the only ones accessing the document through their link. Recipients are identified through their unique links.
Share a document link
To share a document via link:
- Open a document and click the “Share” button on the right-hand panel;
- Click “Generate links”;
- PandaDoc will generate individual links for recipients. Click “Copy” to copy the link to your clipboard;
- Close the popup. You can re-visit the links by clicking “Share”
Note:Once you click “Generate links” the document will automatically move to “Sent” status so you will not be able to send the document via PandaDoc. If you’d like to send via PandaDoc and share via link, click “Send” in PandaDoc first. Once the document has been sent, you can click “Share” to generate links.
If you edit a document after sharing it, the document will move back to “draft” status and your recipients will no longer be able to access it. To move the document back to “sent” status (so your recipients can access it again), go to “Share” and click “Generate links” again. No need to resend the links (the links will remain the same).
Track link sharing events in Audit Trail and Actions.
Now, you can see whether the document was shared via link in Audit Trail and Actions: