In this article, we will tell you how you can get documents eSign online and Request for Payment along with the same document.
So, you have completed the proposal or generated an invoice for the client. Now, you need to get the client to go through the document and sign it for making it legally binding deal or complete the payment as per the invoice. Traditionally, this process would be time-consuming. But, with the booming online solutions to various problems, there is a solution to get the client to review your proposal or invoice and complete the payment without much of a hassle.
Pandadoc, a web-based application, can help you create and share the online documents like legally binding proposals and invoices. With the help of Pandadoc documents, the clients on the receiving end will be able to fill in the required details such as name and eSignature (which are captured through API) in the document. Also, these documents can be integrated with the payment option for easy invoice clearance.
Get Documents eSign Online, Request for Payment
Pandadoc is an easy online web application for creating and sharing various types of documents. to ease the workflow of the business. This application is specifically curated for the Small-Medium Enterprises that provides an all-in-one solution to the businesses. It also helps in eliminating the need for preparing the hard copy of the proposals and the reduces the time and effort of editing the hard-copy document repeatedly.
You can start using this application in easy steps:
Step 1: Visit the website of PandaDoc and click on “Try it free” which will be available for 14 days.
Step 2: Fill in the required details, such as your work email ID, name, company name, CRM, and password for “sign-up” process, or “log in” with previously PandaDoc registered email ID.
Step 3: When you will be logged in, create your first document in the Pandadoc using the existing templates or creating a custom one.
Upload the existing document from your computer and start editing it in PandaDoc.
Step 4: After the document content is ready, you can add the recipient of the document. After adding the recipient, you can create fields such as the name, signature field, date, etc. that can be assigned to the recipient so that only the recipient can edit those fields. This can be done by dragging the required fields from the content tab on the top right corner and dropping them on the document where it is required.
Step 5: If you want to add the payment option in the document created for the recipient, make sure that the payment processor is integrated before starting with this step. To add this option, click on the “apps” on the right-side panel and click on “payment”. After clicking, add the recipient who will be in charge of the payment. Then check/add the currency and amount. After filling up the required field, then you can share the document to the concerned recipient.
Pandadoc is an easy to use web-based application if you’re looking to manage the sales work in one single platform. It helps you create the documents, reports, and proposals online with the ease of managing the business documents securely at one place.