How to Share Documents for Signing in PandaDoc
- George Apostolov
How to Share Documents for Signing in PandaDoc: step-by-step guide
Navigate to the 'Documents' tab on the left-hand panel.
Open an existing one that requires signatures.
In the document editor, locate the 'Recipients' section.
Assign each signature field to the appropriate recipient by selecting their name from the dropdown menu associated with the field.
Click the 'Send' button at the top of the page.
In the sending options, choose 'Email' to send the document directly to the recipients' inboxes.
Quick answer: To share documents for signing in PandaDoc, navigate to the Documents tab, open your document, and locate the Recipients section. Assign each signature field to the correct recipient using the dropdown menu. Finally, click the Send button at the top and choose Email to deliver the document directly to their inboxes.
About this PandaDoc tutorial
Send documents for signature in PandaDoc by assigning fields to recipients and emailing them directly from the editor. This guide shows how to share Documents for Signing in PandaDoc in 6 steps, starting with "Navigate to the 'Documents' tab on the left-hand panel" and finishing with "In the sending options, choose 'Email' to send the document directly to the recipients'...". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to share Documents for Signing in PandaDoc?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Sign Up for PandaDoc Free Account, How to Sort Documents in PandaDoc and How to Track Document Status in PandaDoc. Last reviewed 05 Oct 2026.
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