How to Generate and Send Sales Order Forms (SOFs) Using PandaDoc

🗒️NOTE: PandaDoc replaces DocuSign for all new SOFs. While our CRM processes may evolve, PandaDoc remains our long-term document generation and e-signature platform. All new agreements should be created and sent through PandaDoc. If you have unsigned DocuSign agreements still in progress, recreate and resend them through PandaDoc 

Before You Begin: One-Time PandaDoc Setup

Complete these steps before creating your first SOF.

1. Activate Your PandaDoc Account

• • • Open your PandaDoc invitation email.
    • Follow the activation instructions.
    • If you did not receive an invitation, contact Sales Operations for access.

2. Verify Your Profile Information

After logging in with SSO:

• • • Confirm your name
    • Confirm your job title
    • Confirm your email address

These details may appear on documents you send.

3. Set Up Your Signature

• • • Create your signature block.
    • Save your default signature.

This allows you to sign documents when needed without additional setup.

4. Validate Permissions

If you cannot create, send, or view documents as expected, contact your administrator or Sales Operations to verify your PandaDoc permissions.

How to Create and Send a SOF

Step 1: Open the Approved Deal

Before generating a SOF:

• • • The opportunity/deal must be approved.
    • The deal should be in the appropriate sales stage (typically Presentation–Close or Contracting).

Step 2: Locate the PandaDoc Section

Navigate to the deal record and find the PandaDoc related list/panel.

This replaces the former "Send SOF via DocuSign" process.

Step 3: Generate the SOF

• • • Select the option to create a new PandaDoc document.
    • Most deal information will automatically populate from the CRM record.
    • Enter the Carrier Name manually when prompted.

❗Important

Carrier Name is currently a free-text field.

For reporting consistency, always use standardized carrier names (example: use UPS, not "Ups" or "UPS Ground").

Step 4: Review the Document

Before sending:

• • • Open the generated SOF.
    • Verify all customer information.
    • Confirm pricing, services, and terms.
    • Review all signer information.

Step 5: Confirm Signers

• • • Pull signers from the deal's contact roles.
    • Verify the correct contacts are assigned.
    • Confirm email addresses are accurate.

Step 6: Send for Signature

Once verified:

• • • Send the SOF directly through PandaDoc.
    • Document generation and signature collection occur within the same workflow.

Step 7: Track Document Status

You can monitor document progress directly from the deal record.

Common statuses include:

Status updates are visible within the PandaDoc section of the record.

Key Differences Between PandaDoc and DocuSign

Many users find PandaDoc more intuitive because document creation, e-signature collection, and tracking happen within one streamlined process.

Common Issues and Troubleshooting

Client Says They Signed but the Document Is Not Complete

Most often, the client signed the document but did not click Finish Document.

Ask the client to:

• • • Reopen the document.
    • Confirm all signature fields are completed.
    • Click Finish Document to finalize submission.

PandaDoc Is Running Slowly

Recommended browser:

✅ Google Chrome

Supported but not preferred:

⚠️ Safari

Chrome provides the best performance, including on iPads.

I Don't Have Access to PandaDoc

If you cannot log in or create documents:

• • • Confirm you have received a PandaDoc invitation.
    • Contact Sales Operations to request access.

Best Practices

• • • Always verify customer and pricing information before sending.
    • Use consistent carrier naming conventions.
    • Review signer assignments carefully.
    • Monitor document status after sending.
    • Follow up with customers who have viewed but not completed their document.
    • Remind customers to click Finish Document after signing.

Need Help?

For assistance with PandaDoc setup, access, document generation, or signature issues, contact Sales Operations. Additional training materials and walkthrough videos are available through the Sales Enablement team. [

Source: "Generating Sales Order Forms (SOFs) in PandaDoc" Job Aid, Sales Enablement, July 2026.

📹Training video: Generating Sales Order Forms in PandaDoc