You will either get a PandaDoc email or the document sender will share the document link with you in another way (for example, via text or a messenger). Open the email and click “Open the document” or click on the document link.
Review the document and fill out fields assigned to you. Click the arrows at the top to navigate between the fields:
If you have any questions, add them in the comments on the right. The document sender will be notified via email and won’t miss it.
If you need to forward the document to a person outside the recipient list, click the forwarding button in the top right under "Actions" and enter their email address. If you can’t find the button, ask the sender to enable document forwarding.
Once you are ready to sign the document (and if you are required to sign it), click the signature box(es) and put in your signature.
To confirm signing the document, click "Finish" at the top. The document then transfers to the Completed status and becomes legally binding.
Download your PDF copy: