Surge stores his documents on Google Drive and wants to send an agreement to his consultant Dustin so he can sign off on it he's going to do that using the Panta doc add-on to add a legally binding electronic signature field all from within Google Docs let's get started the first thing we need to do is get the pandadoc add-on so from within our documents let's click on the add-ons menu item up top and select get add-ons once we get to the add-ons browser find pandadoc and click on free to begin downloading done now let's go back up to add-ons in our menu bar and select send via pandadoc to bring up the panda dock toolbar on the right hand the last thing is to connect installed extension to pata dock application great now let's add a recipient by clicking the recipient icon in your right-hand menu Serge is adding Dustin as the recipient by entering his email first and last name then click the Add button now let's go back to the widgets menu by clicking on this puzzle piece let's scroll to the section of our document where we want to add fields making sure your cursor is exactly where you want your field inserted.
And then select a field from the right-hand menu Serge is adding a text field for name assigning it to Dustin and making sure to click apply in order to complete the assignment he then does the same for date and signature when you've added all of your fields click send document and add in an optional personal message click sent there the document has been sent let's go over to Dustin and see how he receives and signs his NDA Dustin has just received an email from search he opens the document and fills it out in three simple steps entering name date and choosing one of three signature options he then clicks on complete the document excellent let's go back to Serge to see if any progress has been made with the document logging back into his panda dock account Serge can always see what's happening with the documents he is working on it looks like Dustin has signed the document a few minutes ago and now they've both completed their ends of the process all right if Serge wants he can download a PDF version of the document with an included encrypted signature certificate IP address and timestamp to prove validity panda duck go paperless close deals faster.
