See whether a document has been opened or signed without chasing by email.
Chasing a signature by email wastes time and creates friction. PandaDoc shows whether the document has been opened and signed, so you follow up only when a document has genuinely stalled, not because you're guessing.
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 document's status view.
Check whether the recipient has opened it.
See which fields have been completed.
Follow up only if it has stalled.
Confirm when the document completes.
Store the signed copy where your deal records live.
Day [X]: You send a proforma to [contact] at [company] via PandaDoc. Day [Y]: You open the document status view. It shows the document has not been opened. You wait. Day [Z]: The status view shows [contact] opened the document. Some fields are complete; others remain empty. Day [W]: Some fields are still empty. You send a follow-up to ask if they need help. Day [V]: The status view shows the document is complete. You download the signed copy and save it to your deal records.
Show whether the recipient has opened the document and which fields are complete, so follow-up happens only when a document has genuinely stalled.
Keep a defensible record of who signed what and when.
Handle deals that need more than two signers on a free-plan document.