Fast document creation
Quickly build personalized agreements using ready-made templates and a feature-rich document editor. Cut prep time and keep deals moving forward.
IN-PERSON E-SIGNING
Move fast with paperless, in-person signatures
Capture fast, legally binding electronic signatures during face-to-face interactions. PandaDoc simplifies the signing experience without the need for extra tools or follow-up emails.
No credit card required
PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.
April Fleming
Revenue Operations Analyst at Wizehire
25%
more documents sent per month
What is in-person electronic signing?
In-person electronic signing tools allow a signer to review and sign digital documents on a shared device, like a tablet or a phone, while physically present with the sender.
This functionality closes a key cap in the e-signature process, which traditionally relies on unique, emailed signing links. Instead PandaDoc users can simply open a prepared document and initiate in-person signing directly from their workspace.
It’s a fast, secure way to finalize deals face-to-face without the need for printers, paper, or emails, making it an ideal choice for teams in the field.
Benefits of in-person electronic signing
Higher closing rates
Collect signatures in person using clear, intuitive e-signing prompts. Close deals with fewer delays, without pausing to send unique links or email invites.
Built-in e-signatures
No need to rely on third-party, single-function e-signing services. PandaDoc signatures are secure, compliant, and include trackable audit trails.
Seamless CRM integrations
Sync your e-signing process with platforms you already use. When connected, PandaDoc pulls in contact data automatically, reducing errors and accelerating handoffs.
How PandaDoc simplifies the e-signing process
Access your documents from any device
Open documents from your PandaDoc account using a tablet, laptop, or phone. Skip email chains, file digging, and back-and-forth authentication emails. Just log in, locate the document, and present it for signing in seconds.
Capture fully compliant, legally binding signatures
Sign documents in person without sacrificing security or peace of mind. PandaDoc e-signatures meet global standards like ESIGN and eIDAS and include encryption, audit trails, and optional identity verification for full legal compliance.
Track the e-signing process from anywhere
See when and where each in-person signature happens. Document status updates in real time, so teams in the office can follow the signature progress and add their own signatures from anywhere while avoiding bottlenecks or missed approvals.
Use document templates for even faster live signing
Create and customize reusable templates on the fly to expedite the signing process for contracts, quotes, and other documents. Reduce prep time and stay consistent while collecting digital signatures during on-site or client-facing meetings.
Review built-in audit trails for every signed document
Collect critical data during the e-signing process, including time and date of signature, device used, and more. PandaDoc provides automatic audit trails to keep your documents compliant, trackable, and backed by a clear record of user activity.
Build e-signing into your tech stack with PandaDoc API
Generate, send, and sign thousands of documents automatically using fast, flexible API tools that scale with your document output.
Automate document creation at scale
Trigger sending and e-signing via API calls
Customize templates with variables and dynamic data
Integrate seamlessly with your CRM and other tools
For every critical document you handle
Sign sales contracts while face-to-face with clients
Sales teams often meet clients in person to discuss pricing and terms. With PandaDoc, they can quickly gather signatures for proposals, quotes, and agreements so they can close deals on-site without the need for additional follow-ups.
Easy, secure signatures for nearly every industry
Sales and RevOps
Close deals faster with in-person signatures
Sales reps can finalize contracts during demos, meetings, or site visits using in-person signing tools. Combined with ready-to-deploy document templates and added connectivity with CRMs like Salesforce or HubSpot, it’s easier than ever to prepare, deploy, and finalize contracts in a live environment.
Take a deeper dive into our e-sign solutions
How to ask someone to electronically sign a document
How PandaDoc e-signatures comply with UETA and the ESIGN Act
Frequently asked questions
To prepare a document with PandaDoc, you’ll start bycreating a new documentor selecting a template in your PandaDoc account. Add all required fields, including signatures, dates, and checkboxes.
Once the document is ready, save it and access it from your mobile device or laptop when you meet with the signer. You won’t need to send the document to users in advance —; just open it on your device when it’s time to sign.
No. Similar toe-signing documents remotely, signers won’t need a PandaDoc account to complete in-person signatures. All a rep needs to do is open the document from their own account and hand the device to the intended recipient. From there, signers can review and sign the document without logging in or creating an account.
In-person signing is available on Business and Enterprise plans. Users on the Starter plan will need to upgrade in order to access this feature. Check thepricing pageorcontact our sales teamfor specific plan availability.
Similar to documents signed throughsecure signing linksshared over email or direct message, every in-person signature captured by PandaDoc includes a timestamp, device information, and an IP address.This audit trailensures your document is secure, verifiable, and legally valid, even when capturing in-person signatures. You’ll also geta unique digital signature certificateafter e-signing is completed to verify these details.
Yes! In-person signatures captured with PandaDoc arelegally binding and fully compliantwith modern regulations like the ESIGN Act, UETA, and eIDAS. Each signed document includes a certificate of completion for added legal assurance, and PandaDoc documentscan be made HIPAA compliantwith a signed BAA agreement.
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