Sharing documents for signing in PandaDoc is a straightforward process that ensures efficient and secure electronic signatures. Here's how you can do it:
- Navigate to the 'Documents' tab on the left-hand panel.
- Open an existing one that requires signatures.
- In the document editor, locate the 'Recipients' section.
- Assign each signature field to the appropriate recipient by selecting their name from the dropdown menu associated with the field.
- Click the 'Send' button at the top of the page.
- In the sending options, choose 'Email' to send the document directly to the recipients' inboxes.
