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