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)?
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