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Recipient experience settings
Recipient experience settings

Customize the recipient experience with PandaDoc's localization and document settings.

Updated this week

Localization

Default language

Availability: Essentials, Business, and Enterprise plans

Sending documents to non-English speakers? Now you can change the recipient view language to help recipients easily navigate PandaDoc to open, view, and sign documents.

Recipient view is currently available in English, Bulgarian, Czech, Danish, Dutch, French, German, Greek, Hungarian, Italian, Norwegian, Polish, Portuguese, Romanian, Spanish, and Swedish.

Go here to learn more.

Verification and signing

eSign disclosure

You can set up eSign disclosure text to ensure that signers are required to acknowledge that they agree on signing documents electronically before they view and sign the document.

Go here to learn more.

Recipient verification settings

Availability: Business and Enterprise plans

This feature helps you easily set up identity verification for each document recipient. Your recipients will need to pass verification to view or sign the document.

Learn more here.

Signature and initials options

Availability: All plans

To ensure that a recipient only provides their signature or initials either by drawing or typing them, you have the option to enable or disable certain types. There are three available options for signature: Draw, Type, and Upload image. Meanwhile, Initials field only has two options: Draw and Type.

Go to Settings > Workspace defaults and check/uncheck the options you need. Select Save Changes once done.

Available signature options:

  • Draw — allows a document signer to draw their signature and choose its color

  • Type — allows a document signer to choose a typed option of their full name out of six and change its color.

  • Upload — with this option, document signers can upload a picture of their signature.

Signature verification settings

Availability: Business* and Enterprise* plans

*Each completed signature costs $5 per verification. To purchase a signature verification package contact us using this form.

QES helps identify the signer of a document sent via PandaDoc. Learn more about this feature here.

Document completion settings

Email attachment

Availability: All plans

With this feature enabled, all document participants (recipients and sender) will receive an automatically generated email with a PDF of the completed document after it has been finalized by all parties.

Go here to learn more.

Promotional window

Availability: All plans

With this setting enabled recipient will see a message that reads: "All set! Document is complete. Check it off your list by downloading a signed PDF now." and prompts the recipient to sign up for their own PandaDoc account when they complete the document.

Learn more here.

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