How to Get Electronic Signatures in PandaDoc

Quick summary

PandaDoc lets you collect electronic signatures by adding a signature field to any document and sending it directly to recipients for signing. The entire process — from opening a document to hitting Send — takes just a few clicks inside the PandaDoc dashboard.

Steps

1. Navigate to the Documents tab on the left-hand panel.
2. Click an existing document to open it.
3. Enter the email addresses of the individuals who need to sign the document.
4. Select the Signature field from the field options panel.
5. Drag and drop the Signature field into the document where signatures are required.
6. Adjust the document layout, add additional fields, or include prefilled text as needed.
7. Click the eye icon to preview the document and confirm it looks correct.
8. Confirm the signature field has been automatically applied to the document.
9. Click Send to distribute the document to recipients for electronic signing.
10. Choose how to send the document to the designated recipients for signing.