Does the person I send a document to have to sign up to PandaDoc in order to sign the document?
As the title suggests..
I need to find out if new clients need to be advised that they will need to sign up for a pandadoc account in order to sign the contract I work under with them. If so, precisely what does that process look like from their side of things? I would like to be able advise new client/s on what to expect/that they need to do in our initial consultation, before they receive the email to sign the document - Is there a link in the email; which, when clicked, takes them to a sign up page on the pandadoc website? How, exactly, does it happen for them? Also, is there anything in particular that might be helpful to also advise them (such as how to change settings after signing up so they don't get unwanted marketing emails)?
The short answer is nope. Recipients that receive a PandaDoc document do not have to sign up for PandaDoc in order to work with or sign any type of document.
Once the document is signed and completed by all parties they have the ability to download the document, or you can set it up so that after the document is completed they automatically get an email with the PDF of the document attached. So they never have to come back to PandaDoc to find or read the document. You can find more on how to set this up here.
Also, we created this post to show what the recipient of a document sees during the process.
Hope this helps!Comment actions
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