Select Settings at the bottom left corner, then select Document settings to customize the following options:
Formatting
Set up default theme for your documents
You can select the default theme that will be applied to all new documents, templates, and content library you create. Choose one of our ready-made themes or the custom design you have already created (click here to learn more about document design).
Note: Forms created from scratch will have Basic theme applied by default.
Phone number
Availability: All plans
You can select a default and other frequently selected countries for phone numbers used in 2FA, recipient verification, and sending documents via SMS.
Currency
Availability: Essentials, Business, and Enterprise plans
What do Currency settings affect in PandaDoc:
Default currency will be applied when creating new Catalog items
Default currency will be applied when creating new Pricing table blocks (both on Documents and Templates)
Default currency will be applied when creating new Payment blocks (both on Documents and Templates)
Grand Total for new documents will be displayed in the Default currency
Revenue metrics on Dashboard – Revenue metrics from documents will be displayed in the Default currency
Revenue metrics in Reporting – Revenue generated, Document funnel, and Leaderboard
Configure currency in your settings
Availability: Essentials, Business, and Enterprise plans
Go to Settings > Document settings > and scroll to Currency. Switch to your currency and click on Save changes.
Date format
Availability: All plans
You can set a default date field format in Document settings so all new date fields in your templates and document will share the same format.
Learn more here.
Document auto numbering
Availability: Business and Enterprise plans
Auto-numbering allows you to set a sequence and number for every new document you create.
Go here to learn more.
Document setup
Date field
Admin users on the account can set the date field to include the document's signing date by default in Settings > Document settings. This way all new date fields users add will inherit this setting.
Document delivery method
Availability: Business and Enterprise plans
PandaDoc’s default delivery method is email, but it can be changed to text (SMS) or both email and text (SMS) in Document settings. The default delivery method you select will be applied to all new recipients you add to your documents.
Auto-reminders settings
Availability: Business and Enterprise plans
With this option, you can setup reminders to be emailed automatically to the signers that have not completed the document.
Click here to learn more.
Expiration settings
Availability: Free eSign, Essentials, Business, and Enterprise* plans
* Only Business and Enterprise customers can change the expiration period. For the Essentials and Free eSign PandaDoc plans, the expiration date is set to 60 days and cannot be changed.
Expiration is an option that you can set for your templates and documents. This will make your documents automatically expired when the document is not completed. The status of these types of documents is “Expired”.
Click here to learn more.
Default payment gateway
Availability: All plans
The Payment section in your Document settings defaults allows you to set primary and secondary payment gateways. Your selection will be applied to all new templates and documents that include a payment extension.
Note: PayPal can be used only as a secondary payment gateway option.
