Proposed flows:
Changes: ✦ "Optional" label on recipients step ✦ "Copy link" always in top bar ✦ Skip confirms with dialog (tier 2 skip) ✦ Auto-save bar
💾 Draft auto-saved  ·  Water Damage Coverage  ·  3 min ago
Water Damage Coverage-condiciones-generales
Step 1 of 4 ▾
Step 1: Add recipients optional
Step 2: Fill document details
Step 3: Review document
Step 4: Send document
🔗 Copy link
General Conditions — Home Insurance Policy
Your house
in the best hands.

Add recipients

Who are you sending this document to?

RH
Radi Hristova Signer You
radoila.hristova@pandadoc.com
⋮
VR
Vasil Remeniuk CC
vasil.remeniuk@pandadoc.com
⋮
+
Add CC recipient
Set signing order
⚙️ Manage recipients permissions
🔗 This step is optional. You can skip it and share via link — recipients don't need to be set in advance.
New step at wizard start: ✦ Choose workflow variant before filling anything ✦ Remember my choice per template ✦ Estimated steps + time shown ✦ Link always in top bar
Digital Proposal / Larry  ›  Choose workflow
Step 0 of 4  NEW ▾
🔗 Copy link
🌐
Digital Proposal

Choose your workflow

How do you want to send this document? Pick a preset or

💡 This template is a Proposal — the full approval flow is commonly used for this type.
⚡ Quick send Recommended
Minimum steps — fill details, add recipient, send.
Details Recipients Approval Payment Send
✅ Full approval
Routes to approver before sending to client.
Details Recipients Approval Payment Send
💳 Collect payment
Sign and pay in one step.
Details Recipients Approval Payment Send
＋ Custom workflow
Choose your own steps and order.
Open configurator →
Remember this choice?
✓
For this template (Digital Proposal)
As my default for all template sends
~2 min  ·  3 steps remaining
Based on existing "Build your workflow" UI — adds: ✦ Required / Optional / Skip control per step ✦ Drag to reorder (existing drag behaviour) ✦ Save scope selector ✦ Save as named preset
Digital Proposal / Larry  · Configure workflow
[Document.CreatedDate]

Build your workflow

Create a reusable process for your team. Add workflow steps that will guide team members through document creation.

Preset name
⠿
⟺
Pull data from integration
⠿
👤
Define roles optional
Client · Sender
⠿
⊟
Fill in document details
⠿
✔️
Submit for approval skipped
⠿
▷
Send document
Expires in 60 days · Renewal not set · Redirect not set
⠿
💲
Collect payment skipped
Custom amount · One-time · Dynamic method
Save scope
This template only
All my template sends
Workspace default (admin only)
⚡ Skipped steps won't load at all — helps reduce wait time for users on large documents.
New step after upload: ✦ Feature tiles surfaced at entry point ✦ Grouped by category, toggle to add ✦ "Remember for future uploads" checkbox ✦ Skippable in one click
Construction Agreement.pdf  ›  What do you need?
Step 2 of 6  NEW ▾
🔗 Copy link
Construction Agreement
Construction Agreement
Client name
Project address
Contract value
✍️ Signature — Client
✍️ Signature — Contractor

Add capabilities

Select what you need for this document. Skip if you just need signatures.

Signing & approval
✓
✍️
Signature fields
Place sign, initials & date on the doc
✓
✅
Approval
Route to teammate before sending
✓
📝
Forms
Fillable fields for your recipient
Payments & data
✓
💳
Collect payment
Payment at time of signing
✓
📊
Smart content
Conditional blocks per recipient
✓
📤
Bulk send
Send to multiple recipients at once
Integrations
✓
🔗
CRM sync
Push to Salesforce or HubSpot
✓
🔄
Role variables
Map fields to roles at send time
✓
⚡
Zapier
Trigger automations on signing
✓
Remember these for future uploads
You can change this in Settings → My preferences

Skip adding recipients?

This step is optional. You can send via a shareable link instead — recipients can fill in their details when they open the document.

The link has already been copied to your clipboard.