There are two primary ways to send a document to your recipient manually through PandaDoc:
- Sending through our application.
- Pasting a link into an email known as Link Sharing.
When would it be beneficial to use Link Sharing?
There are a few scenarios that make Link Sharing a great option:
- You want to take advantage of an active email thread you already have going with your recipient.
- You want to encourage the recipient to sign off on something quickly.
- Your recipient is particularly wary of clicking on any links sent from an external platform.
- Your recipient has very thick firewalls that prevent many emails from getting to their inbox.
I like to use both options together!
First, I send the document directly from PandaDoc. Second, I grab the Link Sharing link. Third, I paste it into my last email correspondence thread with the recipient with a message that says something like:
“I’ve just sent over the document for you to review and sign. Here is a direct link for your convenience: [link]”
This shows that you’ve gone the extra step to make things very convenient for my recipient and ensures that they will get the link even if they have a thick firewall. I’ve found doing this increases the speed at which my documents are opened and signed.
When might you not want to use Link Sharing?
Link Sharing might not be the best option if:
- You are sending 1 document to many recipients. Every recipient has a unique URL tied to their email address, so you need to copy the correct link for each person and send it to them. If you are sending to many recipients, this might not be the most efficient method.
- Never paste someone’s unique link in an email thread with other people on it. Make sure the email is just between you and the recipient. Doing this protects the security of the document and the validity of the signatures on the document.
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