PandaDoc

Sending documents 

Learn how to add, edit, delete recipients, set signing orders, grant permissions, and manage recipient verification in PandaDoc.

Add and manage recipients

Secure document access with unique links for each recipient. Use recipient verification, and track link sharing in Audit Trail.

Share document link with your recipients

The "Redirect after completion" feature guides signers to a custom URL after completing a document. Only signers can be redirected.

Redirect recipients after document completion 

Learn how to set up a passcode, SMS, KBA, or ID verification for document recipients to enhance security and proper access before signing.

Protect documents with identity verification

Recipient group allows you to streamline the document signing process by assigning fields to groups of recipients rather than individuals.

Recipient groups

Change the recipient view language to help recipients easily navigate PandaDoc to open, view, and sign documents.

Recipient view localization

Find out what notification emails are sent to various document participants.

Notification emails sent to document participants

My CC'd recipient doesn't get the PandaDoc email

Decline a document - Customer Perspective

Recipients

With our auto reminders feature, you can set up reminders to be emailed automatically to any signers who haven’t yet completed the document.

Auto reminders

Auto expiration automatically expires documents if not completed within a set time, changing their status to "Expired."

Auto expirations

Once a document expires, its time can't be extended. Business or Enterprise plans allow up to 3650 days. Edit expired docs to resend.

How do I unexpire my document?

Renewal notifications help to see which documents are renewing soon in your document list and set up renewal notification emails.

Renewal notification

When 'auto-send PDFs upon completion' is enabled, all participants get an email with a PDF of the finalized document once it's completed.

Automatically send a PDF of a completed document

With white-labeling, PandaDoc emails come from your custom subdomain. DNS updates are needed for setup.

White-label your PandaDoc delivery emails

ID Check verifies recipient identities using government IDs. Can be set it up before opening or signing documents in PandaDoc.

ID check

Customize the recipient experience with PandaDoc's localization and document settings.

Recipient experience settings

Settings

Send documents via Email/Text or link, or sign in person. Track recipient interactions and download signed PDFs with a certificate.

Send and sign a document

Easily send documents via text (SMS) with PandaDoc to speed up signing.

Send via text (SMS)

Send documents on behalf of your team members. Receive all notification emails about a document even if you sent it on someone's behalf.

Send documents on someone's behalf

Send documents in bulk to multiple recipients with unique copies. Available on Business and Enterprise plans with a volume package add-on.

Send documents in bulk

You can connect your Gmail or Outlook business email client to send PandaDoc documents from your personal inbox.

Sending documents via business email

Save time by saving your email messages to be used over and over again.

Email templates (legacy Saved messages)

The Attachments app allows you to attach downloadable files to your document in case you do not want to include them in the document body.

Attach files to your document

Sending 

Depending on your business needs, you can send a reminder to your recipient, if they haven't reviewed or signed the document.

Send a follow-up reminder to sign a document

Sent documents are encrypted. To update content, edit and resend, but all filled fields are erased, pushing it back to draft status.

Edit sent documents

Once sent, documents can't be canceled but can be deleted or marked as "Expired" in PandaDoc to block recipient access.

How do I cancel/void a document that I have already sent?

If signers aren’t getting emails, check the address, resend notifications, verify the signing order, or ask to whitelist PandaDoc emails.