Signature Request
Keep work moving with automated signature requests
PandaDoc API allows you to send documents for e-signature by email or SMS and move agreements from ready to signed automatically.
Eliminate delays between sent and signed
PandaDoc API keeps agreements moving forward without the busywork.
Missed signature requests derail revenue
Trigger signature delivery from your CRM, HRIS, or app so agreements go out on time and deals don’t stall.
Manual follow-ups drain resources
Automate reminders as part of the workflow so documents keep moving and teams focus on higher-value work.
Disjointed handoffs slow deals down
Handle sending, tracking, and storage in one automated process so contracts stay visible and on track.
Build automated signature workflows
Trigger secure signature requests
Use the API to initiate signature requests the instant critical events happen in your CRM, HR platform, billing system, or custom app. Agreements go out automatically without anyone needing to click send.
Send PDFs by email or SMS
Send secure signing links through the channels your recipients use most. Email and SMS delivery ensure every agreement reaches the right person quickly and reliably.
Bundle multiple docs together
Instead of sending each document separately, combine proposals, contracts, NDAs, and other documents together. Recipients review everything in one place for easy signing and tracking.
Track status and store results
Monitor document progress in real time and retrieve signed pdfs with a full audit trail. Store completed documents automatically in your CRM or system of record for seamless compliance.
Two ways to implement signatures with PandaDoc API
Trigger signature requests from the tools you already use, or embed signing directly inside your product for a seamless experience.
Request signatures
Trigger signature requests from your CRM, HRIS, billing system, or custom app. Send secure links by email or SMS, automate follow-ups, and track each document until it’s signed.
Embedded signing
Embed the signing flow directly in your product. Let users view and sign documents without leaving your interface while you maintain control over the entire process.
Frequently asked questions
Can I include multiple documents in one signature request?
Yes. The API supports sending single documents for signature or bundles, such as a proposal, contract, and NDA in one request. You can automate bulk delivery by triggering delivery from your CRM, HRIS, billing system, or custom application. Recipients receive them together and can sign everything in one place.
How are signature requests delivered?
Recipients receive a secure link by email or SMS when you request a signature through the API. You can customize message content, sender details, and link expiration settings.
Does the API support multiple signers?
Yes. Multi-recipient workflows are supported. You can assign roles, define signing order, and track each recipient’s status as they complete the signing process.
Can I customize the email or SMS sent to recipients?
Yes. You can customize message content, subject lines, sender details, and expiration settings through the API to match your brand and workflow needs.
Can reminders be automated?
Yes. Reminders can be triggered through the API or automated using webhook events, so requests continue moving forward without manual follow-ups.
What happens after documents are signed?
Completed PDFs and full audit logs can be retrieved via API and stored automatically in your CRM, HRIS, or system of record for compliance and tracking.
Still have questions? Book a demo
Every document made easier with PandaDoc API
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