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In-person e-signing

Move fast with paperless,
in-person signatures

Capture fast, legally binding electronic signatures during face-to-face interactions. PandaDoc simplifies the signing experience without the need for extra tools or follow-up emails.

G2 Leader Mid-Market
G2 Best Usability Mid-Market
G2 Fastest Implementation Mid-Market
G2 Users Most Likely To Recommend Mid-Market
Proposal Analytics

Join the 68,000+ companies speeding up their e-signing with PandaDoc

April Fleming

"PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly."

Learn more
more documents sent per month
25%
faster to get a signature compared to Docusign
46x
reduction in time spent creating documents
95%

What is in-person electronic signing?

In-person electronic signing tools allow a signer to review and sign digital documents on a shared device, like a tablet or a phone, while physically present with the sender.



This functionality closes a key cap in the e-signature process, which traditionally relies on unique, emailed signing links.  Instead PandaDoc users can simply open a prepared document and initiate in-person signing directly from their workspace.



It’s a fast, secure way to finalize deals face-to-face without the need for printers, paper, or emails, making it an ideal choice for teams in the field.

Benefits of in-person electronic signing

Fast document creation

Fast document creation

Quickly build personalized agreements using ready-made templates and a feature-rich document editor. Cut prep time and keep deals moving forward.

Higher closing rates

Higher closing rates

Collect signatures in person using clear, intuitive e-signing prompts. Close deals with fewer delays, without pausing to send unique links or email invites.

Built-in e-signatures

Built-in e-signatures

No need to rely on third-party, single-function e-signing services. PandaDoc signatures are secure, compliant, and include trackable audit trails.

Seamless CRM integrations

Seamless CRM integrations

Sync your e-signing process with platforms you already use. When connected, PandaDoc pulls in contact data automatically, reducing errors and accelerating handoffs.

How PandaDoc simplifies the e-signing process

Access your documents from any device

Open documents from your PandaDoc account using a tablet, laptop, or phone. Skip email chains, file digging, and back-and-forth authentication emails. Just log in, locate the document, and present it for signing in seconds.

Mobile - Document Waiver Sign

Capture fully compliant, legally binding signatures

Sign documents in person without sacrificing security or peace of mind. PandaDoc e-signatures meet global standards like ESIGN and eIDAS and include encryption, audit trails, and optional identity verification for full legal compliance.

Security Signature

Track the e-signing process from anywhere

See when and where each in-person signature happens. Document status updates in real time, so teams in the office can follow the signature progress and add their own signatures from anywhere while avoiding bottlenecks or missed approvals.

Activity

Use document templates for even faster live signing

Create and customize reusable templates on the fly to expedite the signing process for contracts, quotes, and other documents. Reduce prep time and stay consistent while collecting digital signatures during on-site or client-facing meetings.

Success Teams Templates

Review built-in audit trails for every signed document

Collect critical data during the e-signing process, including time and date of signature, device used, and more. PandaDoc provides automatic audit trails to keep your documents compliant, trackable, and backed by a clear record of user activity.

Document Workflow Healthcare

Build e-signing into your tech stack with PandaDoc API

Generate, send, and sign thousands of documents automatically using fast, flexible API tools that scale with your document output.

  • Automate document creation at scale
  • Trigger sending and e-signing via API calls
  • Customize templates with variables and dynamic data
  • Integrate seamlessly with your CRM and other tools

Start automating proposals

Api Esign

For every critical document you handle

Sign sales contracts while face-to-face with clients

Sales teams often meet clients in person to discuss pricing and terms. With PandaDoc, they can quickly gather signatures for proposals, quotes, and agreements so they can close deals on-site without the need for additional follow-ups.

Workflow Settings

Finalize service agreements and SLAs on the spot

When agreements need to be confirmed before a project begins, in-person signing ensures that everything is finalized on time. Field teams, agencies, and consultants can secure approvals during meetings without relying on post-visit communications.

Renewals Panel

Collect signed waivers and content forms in person

Forms like NDAs, intake documents, and waivers are often required at the start of an interaction. In-person signing makes this process smoother for healthcare providers, gyms, legal offices, and other orgs that handle frequent authorizations.

Document Healthcare Dental

What real users say about PandaDoc

PandaDoc goes beyond just e-signatures. Hear from real customers how PandaDoc shortens deal cycles, saves them money, and speeds up document admin.

See all customer stories

Take a deeper dive into our e-sign solutions

Frequently asked questions

To prepare a document with PandaDoc, you’ll start by creating a new document or selecting a template in your PandaDoc account. Add all required fields, including signatures, dates, and checkboxes.

Once the document is ready, save it and access it from your mobile device or laptop when you meet with the signer. You won’t need to send the document to users in advance —; just open it on your device when it’s time to sign.

No. Similar to e-signing documents remotely, signers won’t need a PandaDoc account to complete in-person signatures. All a rep needs to do is open the document from their own account and hand the device to the intended recipient. From there, signers can review and sign the document without logging in or creating an account.

In-person signing is available on Business and Enterprise plans. Users on the Starter plan will need to upgrade in order to access this feature. Check the pricing page or contact our sales team for specific plan availability.

Similar to documents signed through secure signing links shared over email or direct message, every in-person signature captured by PandaDoc includes a timestamp, device information, and an IP address. This audit trail ensures your document is secure, verifiable, and legally valid, even when capturing in-person signatures. You’ll also get a unique digital signature certificate after e-signing is completed to verify these details.

Yes! In-person signatures captured with PandaDoc are legally binding and fully compliant with modern regulations like the ESIGN Act, UETA, and eIDAS. Each signed document includes a certificate of completion for added legal assurance, and PandaDoc documents can be made HIPAA compliant with a signed BAA agreement.

Start collecting in-person signatures today

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.