Because PandaDoc now offers an e-sign license, the process is a bit different for sending out for signature vs. our standard licenses. Whether you are rolling out these licenses to your team or yourself, these steps outline how to send your documents out for e-signature!
When you log into your e-signature account, you will want to upload your document that needs signature off of ‘templates’ on the navigation bar on the left.
Next, you will then select ‘Create’ and then ‘upload’ on the far right, where you will then upload the document.
Once you have uploaded the document, you will then want to create ‘roles’ for the types of recipients that will be receiving your document to fill out.
Lastly, you will drag the ‘fields’ to their assigned role with the recipient email included, where you need the recipient(s) to fill out their information.
Once you have assigned those fields to each role, you will select ‘Create document’ where you can include a message in the email and send it off for signature!
What types of documents will you be sending through your e-signature license?
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