Add and manage recipients

Add recipients

Once you’ve created your document, add recipients who’ll either sign it or simply receive a copy.

1. Open your document, then click Invite in the top right and select Recipient.
2. If you don't have the recipient's record in your PandaDoc contacts, click Add recipient on the right, then enter their contact information. This article shows you how to import contacts in bulk via Zapier.
3. Alternatively, you can start typing the recipient's name or email address.
4. If you need to add a recipient on a sent document, you can do so the same way.

Edit recipients

If you need to edit the recipient's contact information, you must delete the recipient from the document (if they’ve already been added), modify their contact record, then re-add the recipient to the document. Changes will not be applied if you edit the contact record, but fail to delete and re-add the recipient to the document.

1. Delete the person from the recipient list on the document by clicking Manage in the top right, then on the recipient > Delete recipient.
2. Go to your Contacts list and locate the contact you’d like to edit.
3. Click on the contact's record, then click on the pen icon to edit it.
4. Save the changes, then return to the document.
5. Re-add the recipient.

Delete recipients

1. Click on the recipient’s name in the recipient list.
2. Click Delete recipient.

Signing order

You can set up a signing order if you’d like recipients to receive the document in a particular sequence.

1. Open the recipients list by clicking Manage in the top right.
2. Toggle on signing order.
3. Drag and drop the recipients by the number in your desired order. Learn more about our signing order feature here.

Enable signature forwarding

If you’re unsure who’ll be signing the document, you can grant signature forwarding permission to the recipient to whom you’re sending the document.

1. Assign the fields to the recipient to make them a signer.
2. Open the recipients list, then toggle on Document forwarding. This allows the recipient to forward the document to another person.
3. Then, toggle on Signature forwarding below. This allows the first recipient to let another person sign instead of them.

How the recipient forwards permission to sign

The recipient can forward permission to sign directly from the PandaDoc email, or from the document itself:

The recipient can then enter the email address of the new signer, check the Allow this person to sign the document instead of me option, then click Forward.

Grant the right to suggest edits

Availability: Business and Enterprise plans

Our contract negotiations feature allows you and your recipients to easily suggest and discuss edits, then apply them within the document before you sign its finalized version. Find out more here.

To allow your recipients to make changes in the document you send them, open the template or document, then select +Add roles/recipients on top of the page. (If you already have roles/recipients added in your template or document, select Manage.) Finally, switch on the toggle for Suggesting.

You can allow your recipients to resolve suggestions made by a document recipient. 

To do this, open the template or document, then select +Add roles/recipients at the top of the page. (If you already have roles/recipients added in your template or document, select Manage.) Finally, switch on the toggle for Resolve suggested edits. By default, this setting is switched off.

Recipient verification

Availability: Business* and Enterprise* plans

* 100 SMS per account are included (non-renewable package). You can purchase an additional volume package with a minimum of 50 SMS for $0,40 per SMS. 

This feature helps you easily set up a unique passcode or SMS code for each document recipient. Your recipients will need to pass verification to view or sign the document. Learn more here.

Select the Manage button at the top of the page, or select the Manage recipients tab on the right. Then, click the recipient's name to set up verification and switch on the “Recipient verification” toggle.

Disable document download for recipients

You can disable document download for recipients on a template or document level. To disable the document download option for recipients select Manage at the top of the page and switch off the toggle for Download under "Recipient permissions".