NOTE - PandaDoc is only available to users on the Scale plan - click here to upgrade.
How to send a PandaDoc document
Open your Pod.
Add the PandaDoc widget.
From PandaDoc, open the document you're sending and click Send on the upper right section. Select Share via Link. Copy the Signer's link.
Go back to your Pod and paste the link to your PandaDoc widget.
Send the Pod to the recipient.
Once they've read and signed the document, you will also be notified by email.
How to sign a PandaDoc document
Open the Pod link from your email or social media platform.
View the contents of the Pod and when you're done and ready to sign the document, click on Start Signing. It will take you to the signature field.
Click Finish when done signing.
You can download a copy of the signed document. It will be in PDF. You will also receive an email notification.