If you work in SaaS or any part of the sales industry, it is very likely that you are working with companies that are more than just sole proprietorships; this means that when sending documents to your contact, they may not always be the decision-makers.
So how do you get a document signed by a decision-maker if you have no direct contact with them?
PandaDoc has a feature that allows the recipient to not only forward a document but also forward the signing privilege.
You can find a very detailed description in our Help Center check it out here!
Basically, before sending a document to the recipient, you will need to enable the forwarding option.
Here’s how you can do it:
- At the top of the document click on "Manage.”
- A window with recipients will appear.
- Enable the “Document Forwarding and Signature forwarding option.”
- You’re good to go - Send the document.
Once received, the recipient will be able to forward the document for signature to a decision-maker. The decision-maker will be able to sign the documents, and you can close the deal.
What to do if a document was forwarded (possibly by mistake) but needs to be signed by the initial recipient - let’s say Signer A?
To get the document back to Signer A the sender would need to edit the document, reassign the Fields to Signer A and resend the document.
How has document and signature forwarding helped you or your organization?
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