PandaDoc

Admin panel updates

Use KBA to enhance document security by verifying signers' identities with personal questions, adding a layer beyond passcodes and SMS.

Find the instructions on how to access your PandaDoc account here.

Enable 2FA on PandaDoc via app or SMS for added security. Configure individually. Backup codes are essential if device access is lost.

Manage notifications you want to receive in Settings > Notifications.

Discover how to create and manage PandaDoc workspaces for team collaboration, content distribution, and workspace-specific settings.

Customize branding by uploading logos, changing button and text colors and setting custom email footers.

Account owners can transfer ownership by going to Settings > Billing, Ownership can only to another member of your PandaDoc account.

PandaDoc offers customizable signatures, delivery methods, expiration settings. Adjust defaults in Workspace settings.

In PandaDoc, all recipients you send documents to are added to your contact list. To import or export contacts, reach out to Support Team.

With our Free eSign plan you can send 5 uploaded documents per calendar month, 2 recipients per document. Payment integrations are available

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