PandaDoc

ID Check verifies recipient identities using government IDs. Can be set it up before opening or signing documents in PandaDoc.

ID check

Auto reminders (classic experience)

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

Recipient experience settings

Auto expiration automatically expires documents if not completed within a set time, changing their status to "Expired."

Auto expirations

With our auto reminders feature, you can set up reminders to be emailed automatically to any signers who haven’t yet completed the document.

Auto reminders

When 'auto-send PDFs upon completion' is enabled, all participants get an email with a PDF of the finalized document once it's completed.

Automatically send a PDF of a completed document

Find out what notification emails are sent to various document participants.

Notification emails sent to document participants

Learn how to set up, customize, and reset currency formatting in PandaDoc templates and documents.

Currency formatting

Customize PandaDoc date fields to autofill with signing or custom dates, set format defaults, limit date options, and more.

Date field format and options

Save time by saving your email messages to be used over and over again.

Email templates (legacy Saved messages)

Set up eSign disclosure text to ensure that signers are required to acknowledge that they agree to sign documents electronically.

eSign disclosure

How to disable promotional window upon document completion?

Change the recipient view language to help recipients easily navigate PandaDoc to open, view, and sign documents.

Recipient view localization

The "Redirect after completion" feature guides signers to a custom URL after completing a document. Only signers can be redirected.

Redirect recipients after document completion 

You can connect your Gmail or Outlook business email client to send PandaDoc documents from your personal inbox.

Sending documents via business email

Depending on your business needs, you can send a reminder to your recipient, if they haven't reviewed or signed the document.

Send a follow-up reminder to sign a document

All PDF copies of signed and completed PandaDoc documents are protected. You can verify signature certificate in Adobe Acrobat Reader.

Protected PDFs of completed documents

Learn how to set up automated approval workflows in PandaDoc.

Approval workflow (classic experience)

Customize your branding in PandaDoc

Add an extra layer of security to your documents by requiring recipients to verify their identity with a one-time password (OTP) sent to their email address.

Email code verification

Settings

Create a custom design with text, images, and links

Request a demo

pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.