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Build polished, professional documents quickly using pre-built templates and a drag-and-drop editor, no IT support or professional designers needed.
Make approvals and sign-offs smooth and simple. Automatically route your documents to the correct recipients in the right sequence so that deals move forward without confusion or delay.
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PandaDoc will allow us to work quickly through our high volume of incoming leads. And, with a 100% remote workforce, the ability to create, edit, and manage documents virtually will allow us to maintain business continuity throughout our operations.
April Fleming
Revenue Operations Analyst at Wizehire
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
95%
reduction in time spent creating documents
A signing order is a workflow feature that lets users set a specific sequence for recipients to receive and sign a document. Users can select recipients and pre-determine the order in which they receive the document. This ensures your contracts, proposals, or agreements are reviewed and approved in the correct order, helping you manage approvals and avoid delays in the e-signing process.
With the PandaDoc signing order feature, you can assign user roles, set up email notifications, and automate the process so that your documents are automatically sent out in the right order.
Build polished, professional documents quickly using pre-built templates and a drag-and-drop editor, no IT support or professional designers needed.
Add multimedia, pricing tables, and other unique content to keep recipients engaged. Built-in tracking shows when users view, comment, and complete your documents.
Build documents, collect legally binding e-signatures, set signing order, and track progress without ever leaving PandaDoc.
Eliminate manual entry and avoid input errors by automatically importing customer data from Salesforce, HubSpot, Pipedrive, and other CRM tools.
With a pre-set signing order, documents always follow a clear path. Users will only receive an invitation to review the document after users ahead in the signing order have already signed. That way, no one signs early, and no one gets skipped.
With PandaDoc, recipients only see what’s relevant to them when they open a document. Signing fields, messaging, and timing are all tailored to keep things clear, streamlined, and professional while reducing confusion or unnecessary distractions.
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.
Expedite proposals by assigning a clear signing order before sending your documents. PandaDoc will send your proposal to stakeholders one at a time, ensuring that sign-offs happen in the right order and deals are always moving forward.
Sales teams
Make sure pricing, legal, and executive sign-offs happen in the right order. PandaDoc routes every proposal without additional guidance from reps, so teams can spend less time managing the process and more time closing deals.
How to set a signing order within PandaDoc
A signing order is the sequence of people that are expected to sign a document. PandaDoc signing order feature helps you set up a document distribution list so your document gets sent to one person at a time. Once one recipient signs, the document is automatically forwarded to the next signer.
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.
Yes, you can. Drag and drop several signature fields from the toolbar. Assign each field to particular recipients by clicking the Add Recipient button.
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.
No, signers don’t need a PandaDoc account. 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.
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.
When key stakeholders get skipped during e-signing, it’s often necessary to start the entire process over again. PandaDoc keeps everything moving in the correct sequence so that signatures happen faster and no recipient is overlooked.
Trying to manage stakeholders during e-signing usually results in more emails, notifications, and even friction. With PandaDoc, teams can set the signing order once and let the process take care of itself without constant follow-ups or manual check-ins.
Once the final stakeholder signs, documents are time-stamped, emailed to all recipients, and stored in a secure location in the PandaDoc workspace. As required, each document can be downloaded, exported, or shared across teams and stakeholders.
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