PandaDoc

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

ID check

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

Settings

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pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

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