PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Place signature fields and send final agreements to each signer.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Find signed agreements missing proof in final files.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Check the approved PDF before inviting the agreement's signers.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Send each approved agreement to its signer and flag exceptions.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
Send approved agreements to signers and return their links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Move approved agreements to signature and notify the document owner.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Route approved agreements to every named signer.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send each approved agreement to its assigned signers.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Move approved agreement PDFs from email handoff to signature request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.