Handle deals that need more than two signers on a free-plan document.
The free eSign plan caps each document at two recipients. When a document needs more signers, you must route it through your existing Adobe Sign process instead.
This guide shows you how to map your document types to the two-recipient limit, decide which deals stay in PandaDoc, and log every instance where the cap blocks a signature flow.
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.
List every document type you send for signature. Write them in a spreadsheet with one row per type.
Identify who genuinely must sign each type. Distinguish signers from approvers, legal reviewers, and people who only need to be notified. Only count individuals who must apply a legally binding signature.
Mark which types fit within two recipients. If a document type requires two or fewer signers, flag it as PandaDoc-eligible. If it needs more, flag it for Adobe Sign.
Route PandaDoc-eligible documents through the free plan. Use the drag-and-drop editor to add signature fields for both recipients, then send.
Keep documents needing more than two signers on Adobe Sign. Do not attempt to split a single deal into multiple PandaDoc documents to work around the limit.
Log every instance where the two-recipient limit blocks a deal. Record the document type, the number of signers required, and the date.
Review the log at the end of your pilot period. Use it to inform whether the free plan can scale or whether you need a different approach.
Scenario: [Company] needs an amendment signed by [client contact], [guarantor], and [your countersigner]. 1. Count signers: three. 2. Check limit: free plan allows two recipients per document. 3. Decision: route this amendment through Adobe Sign, not PandaDoc. 4. Log entry: - Document type: Amendment - Signers required: [three] - Date: [YYYY-MM-DD] - Outcome: Routed via Adobe Sign due to recipient limit 5. At pilot review, you see that [X] of 60 documents needed three signers.
Identify which document types need only two signers and route those through PandaDoc, keeping documents with three or more signers on the existing process, and log every time the limit blocks a deal.
Keep a defensible record of who signed what and when.
Turn a proforma into a template so each new one takes minutes.