Arrange according to viewing privileges
Set up a distribution list so that your documents get to the people with appropriate levels of access and responsibility.
Set your signing order easily
Automate the process and collect e-Signatures quickly.
The signing process simplified
Control a list of recipients
Click and drag recipients in the order you want them to receive a document. Modify a list by adding or removing recipients, assigning roles to them and customizing their personal information.
Set up email notifications
You decide the order in which recipients get email notifications. When you place a cc role before a signer role, both will get an email with the document simultaneously. By placing a cc role after a signer role, the cc role be notified after the document is signed.
Automate document distribution
Once you set up a signing order, the document will automatically be sent out to recipients one by one. Checking your email notifications enables you to stay up to date with the document signing process.
More ways to e-Sign effortlessly
Add recipients and assign roles
Open a document and click Manage in the top right. Start typing the recipient’s name or email address on the right, and assign specific roles: client, sender, cc, signer, etc.
Enable the signing order feature
Under the Roles section, go to the Signing Order section. Switch on the toggle to set the signing order. You can switch it off while editing a document.
Place recipients in the right order
Change the default order of recipients to highlight the one you need first in the sequence. Place a cc role before a signer role and both of them will receive a document at the same time.
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Frequently asked questions
What is a signing order?
A signing order is the sequence of people that are expected to sign a document. PandaDoc’s signing order feature helps you set up a document distribution list so your document gets sent to one person at a time.
How do I edit a signing order in a document?
Click and drag users one-by-one in the order you want them to receive a document. Make these changes before you send out a document, as you can’t modify the order afterward.
Can I add multiple signature fields?
Yes, you can. Drag and drop several signature fields from the toolbar. Assign each field to particular recipients by clicking the Add Recipient button.
How do I send a document for signing?
After you complete the signing order, click on Send at the top. You have two options here. The first one is to send your document via email. In that case, your recipient will get an email from PandaDoc which will include access to the document. You can add a personalized message too. The second option is to share the document link. For example, you can drop in a link via messenger.
Do signers need a PandaDoc account to sign my documents?
No, they don’t. When opening a document, they should click Start at the top of the screen. It will bring them to the required fields for signing. After all fields are filled in, they should click Finish. The document will be sent to the next person in the order. If there is no one left, the document will be completed.
How do I turn off the signing order?
You can turn off the signing order before you send out a document. Just switch off the toggle and your document will be sent out to all your recipients at once.
