Tell me who it is for and what it needs to cover.
"Send a mutual NDA to Jane Doe at Acme Logistics, jane@acme.com. Acme is a Texas LLC. It covers sharing our pricing model while we evaluate a referral partnership."
I prepare it. Nothing goes out until you press Send.
Agreements
Everything you have prepared or sent, newest first.
| Document | To | Status |
|---|
Who signs
Your side of every agreement you send. A contract states the legal form, so the entity type and state are required.
PandaDoc
Your own PandaDoc account. Agreements you send go out from it. Keys are encrypted and never shown again.
Connected to
Templates
Which template in your PandaDoc plays each agreement. It has to contain the variables listed, spelled the same.
Signed status
So an agreement shows as signed here when it is signed in PandaDoc. In PandaDoc → Settings → Integrations → Webhooks, add a subscription to this URL for document state changes, then paste its shared key.