Introduction

E-signature solutions like PandaDoc make it easy to prepare, send, and sign documents online. Instead of relying on paper and pen, you can complete agreements securely from any device, with a full digital record of every step. This guide will walk you through the basics of using PandaDoc so you can streamline your workflow and keep transactions moving smoothly.

Summary

• Integrate with PandaDoc
• How to send a document for signature
• Send Documents to PandaDoc
• View or Manage Your Progress in Lofty

Integrate with PandaDoc

To get started, you must either integrate your existing PandaDoc account with your Lofty account or create a new PandaDoc account. 

Important things to note:

1. Each Lofty user will need to connect their own PandaDoc account.
2. Each PandaDoc account can only be connected to one (1) Lofty account.
   • This means that if a team utilizes the same PandaDoc login credentials, only one member of the team can host the integration.
   • If another team member integrates the same PandaDoc account, using the same login credentials, the original PandaDoc integration will be disconnected.
     • If your PandaDoc integration becomes disconnected, you will not lose the progress display in Lofty and your Documents will still exist in PandaDoc.
3. PandaDoc supports pdf, docx, and rtf document types

There are three (3) ways to connect your PandaDoc account:

Entrance 1: My User Settings → Integrations

Entrance 2: Marketplace → Back Office Management

Entrance 3: On the Transaction Detail Page

The integration connect is the same, regardless of the entrance. First, determine if you already have a PandaDoc account or if you need to create a new account.

If you have an account already, log in via the Oauth window. If you do not have an account, you can sign up with PandaDoc. 

How to send a document for signature

Navigate to Transaction Detail Page→ Documents → E-Sign

You can either start a PandaDoc with the current document you have open or upload a new document for signing. 

Send Documents to PandaDoc

Step 1: Add Document(s) to the bundling

You can add multiple documents at once. They will form a pdf, which you can edit in PandaDoc and add signature information.

Step 2: Select your Recipients

If you are starting in a Transaction, the transaction owner, transaction contacts, lead, and lead's family members will automatically be listed as suggestions. You can also use the search bar to add any lead, team member, or vendor. 

If the person is not listed or does not exist in Lofty, you can manually add them.

Step 3: Edit in PandaDoc

After you have added your recipients and clicked Confirm, the process will automatically continue in PandaDoc where you can add in your signature fields and send. If you need to edit the document in the future, it will have to be done in PandaDoc. 

View or Manage Your Progress in Lofty

After you send a PandaDoc document, you can view the status of the document in the Transaction Documents section.

Notifications

This integration also adds notifications and timeline records, so you will be notified via push notification when action is taken.

Notifications: