How to Sign a PandaDoc Document

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Rocky

• August 05, 2020 15:20
• Edited

Signing a PandaDoc document is easy.

You or your recipients will get an email letting them know that a document was sent to them with instructions to ‘Open the Document’. 

Once the link is clicked and the  document is open, at the top of the screen they will see a message letting them know how many required fields they have to sign.

As a recipient you can scroll through the document to read or you can click Start at the top of the screen to be brought to the first required field. 

Once all the fields are filled in, it is important to click ‘Finish’ on the top toolbar. This makes the document complete. If this is not done, the document will always be shown as Viewed and will not be a legally binding document. 

*Please also note that the arrow buttons on the top toolbar are only for Required fields - such as Signature, Initials, or Dates. Not all fields placed on a document will need to be required, so if there are other fields/sections that do require action from the recipient it is best to mark those fields as required. 

Your Turn

How often are your recipients confused by the signing process?

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  Kait Guidi

  • November 04, 2020 15:47

  Easiest quote signing tool- I have never had a customer ask 'how to' or experience trouble. All quotes are signed quickly AND I love how it tracks when recipient opens the Doc. Love it!

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  Matthew Rawlings

  • May 05, 2021 17:02
  • Edited

  Can I send the same document to Husband and Wife? and both sign it? I only have one email address/

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  Rocky

  • May 10, 2021 16:06

  Hi Matthew, 

  Perhaps this post might be of value to you. 

  Thanks!

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  Johann De Cruz

  • August 12, 2021 11:16

  Can I have my profile image appearing on the Certificate page instead of a blank person Icon ?

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  Permanently deleted user

  • October 01, 2021 13:15

  Our customers are suddenly being asked to allow PandaDoc to access their personal information. It's creating friction in the workflow. Does anyone know why this is happening and how to prevent it? 

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  Rocky

  • October 04, 2021 13:44

  Hi Shannon, 

  Yes, this is a measure we have put into place to be more GDPR compliant, however, please reach out to support@pandadoc.com and they can deactivate the notice from popping up for documents sent from your account. 

  Thanks!

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