Localization
Default language
Availability: Starter, 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 > Recipient experience 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
Completion email
Availability: All plans
Once everyone has signed, recipients get an email with a link to view and download the completed document. You can turn this email off for your workspace. This helps if you embed signing in your own app or share documents via link and recipients sign many documents a day.
To manage the completion email:
Go to Settings > Recipient experience.
Under Document completion, find Completion Email.
Check or uncheck the options you need.
Select Save changes.
Available options:
Email recipients when a document is completed — on by default. When it's off, no recipients (signers or CC recipients) get a completion email for documents in this workspace. This applies however the document was sent: from PandaDoc, via API, via Share via link, or through embedded signing
Attach a PDF of the completed document — adds a PDF of the completed document to the completion email. You can only change this option while the completion email is on. PDFs larger than 25 MB can't be attached, so recipients get a link to the document instead. Learn more here.
Note: When the completion email is off, recipients can still download the completed document from the signing page. The setting applies only to the current workspace. Other workspaces in your organization keep their own settings.
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.