How do I submit an electronic signature?

Draw your signature using your finger or a stylus. If you have access to a touchscreen, you can use your finger to create an electronic signature directly in your document. Upload an image of your signature. Use your cursor to draw your signature. Use your keyboard to type in your signature.

How do I save a PandaDoc template to the content library?

Click the three dots above the page you would like to add to the library, here you will see the option to add the page to the Content Library. Specific blocks: To start, click on the block you wish to save, once the block is clicked a floating menu bar appears at the top. Click on the 'Add to Library' icon.

How do I download a document from PandaDoc?

Bulk downloading documents Select all of the documents you'd like to download. Then click on the Download button at the top right. You will see a notification that the download has started and once it's processed, you will receive a notification email from PandaDoc that includes a . The link to the .

How do I share a folder in PandaDoc?

Hover on the far right over the folder you'd like to share, click on the vertical ellipses, then choose Share to workspace in the dropdown menu. Next, under Available workspaces, you can find out which workspaces are available for sharing and select the workspace(s) you'd like to share content with.

How do I send a document as a link?

Creating a shareable link makes it simple to share a document in an email, document, or IM. Select Share. Select Link settings if you want to change permissions. Select Copy Link and share the link however you want, like in an email, document, or IM.

How do I share a document in PandaDoc?

If you'd like to send via PandaDoc and share via link, click Send via email in PandaDoc first. Once the document has been sent, you can click Share via link to generate links. If you edit a document after sharing it, the document will move back to “Draft” status and your recipients will no longer be able to access it.

How do I send a document in PandaDoc?

That's more specific to your recipient. Write a short message to the recipient. Then hit send nowMoreThat's more specific to your recipient. Write a short message to the recipient. Then hit send now the document is in sent mode. And the status will change when your recipient opens.

How to sign Documents in PandaDoc?

Steps to Fill & Sign Open the PDF document or form. Click the “Sign” icon in the toolbar. Choose Fill & Sign from the right plane. Click Fill & Sign. Forms fields will be detected automatically.

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