Send a proforma for signature and let the client sign without printing.
Manual routing of documents for signature creates delays. PandaDoc sends the document directly to the client, who signs electronically without creating an account. The free plan includes unlimited eSignatures and supports two recipients per document.
Give leadership a clear recommendation backed by the pilot's evidence.
Judge honestly whether the free tool actually improves the signing process.
Run a controlled pilot without disrupting the existing signing process.
Open the prepared document.
Add the recipient's email—remember the two-recipient limit.
Assign the signature fields to the right recipient.
Send the document.
Confirm the client receives it and can sign without an account.
Watch for the completed document to return signed.
**Scenario:** You need [client contact] at [company] to sign a document. 1. Open the document. 2. Add recipient: [client.email@example.com] 3. Assign signature fields to the recipient. 4. Send the document. 5. [client contact] receives it, opens it, and signs. 6. You receive the completed document signed.
Add the recipient and assign each signature field to the right signer, staying within the two-recipient limit, then send the document for electronic signature.
Keep a defensible record of who signed what and when.
Handle deals that need more than two signers on a free-plan document.