Switch to signNow from PandaDoc

1. 01. Log in to your signNow account. Click Upload or Create in the upper left corner and select Upload Templates from the dropdown.
2. 02. Select PandaDoc templates saved on your computer or cloud storage to upload them to your signNow account.

Note: You can select and upload an unlimited number of templates at a time.

1. 03. The templates you’ve uploaded will be saved to the Templates folder where you can instantly create a signature invite or share a template via a link.
2. 04. Select a template and click Prepare and Send to send it for signature in a role-based order.
3. 05. The template will open in the signNow editor where you can add multiple recipients and assign roles, set up a signing order, and drag and drop fillable fields.

Note: Fillable fields added in PandaDoc will not be converted to fillable fields in signNow.

To upload a list of users from your PandaDoc account to your signNow organization, you’ll need to transfer user data to an .xls or .xlsx document.

Note: Your .xlsx or .xls file must contain an Email column. The First Name and Last Name columns are optional. All other columns will be ignored.

Once you’ve created the .xls file, follow these steps:

1. 02. Click Admin Console or Add User in your signNow account.
2. 02. Click Invite Users From .XLS >Choose File and upload the .xls file with user details from your device.

That’s it, now every user from your PandaDoc account will be uploaded to your signNow organization.

Single sign-on allows users of your organization to save time by securely logging into several applications using the same ID and password.

signNow supports single sign-on authentication through SAML and LDAP protocols. Supported identity providers:

• Azure Active Directory
• Active Directory Federation Services (ADFS)
• Okta
• Ping Identity
• OneLogin

Note: to enable the SSO login, contact our support team via the live chat at www.signnow.com or by emailing support@signnow.com.