Additional Settings
Go to PandaDoc Settings > Settings to optimize other account options:
- Signature and initials options
- Auto-expiration settings
- Auto-reminder settings
- Recipient verification settings
- Signature verification settings
- Email attachment
- Default currency
- Default date format
- Document auto numbering
- Team settings
- Language of the recipient's view
- Disable promotional window upon document completion
- Change workspace icon
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 > Settings 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.
Auto-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.
Auto-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.
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.
Recipient verification settings
Availability: Business* and Enterprise* plans
* 100 SMS per account are included (non-renewable package). You can purchase an additional volume package with a minimum of 50 SMS for 0,4$ per SMS.
This feature helps you easily set up a unique passcode or SMS code for each document recipient. Your recipients will need to pass verification to view or sign the document.
Learn more here.
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.
Email attachment
Availability: All plans
With this feature enabled, all document participants (recipients and sender) will receive an automatically generated email with a PDF of the completed document after it has been finalized by all parties.
Click here to learn more.
Default currency
Availability: Essentials, Business, and Enterprise plans
What does Default currency 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 > Settings > and find Default currency. Switch to your currency and click on Save Changes.
Default date format
Availability: All plans
You can set a default date field format in Workspace settings so all new date fields in 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 to every new document you create.
Click here to find out more.
Team settings
Here you can allow your colleagues to join your account if they’re working within the same domain as your account’s owner and join your workspace by sharing a public link of a template/document with them.
Learn more about inviting users here.
To allow teammates from your domain to join your account, first, go to Settings in the left-side panel, choose Settings again, then under Team settings check the option to Allow anyone at your domain to join your organization upon request.
To allow users to join your workspace by sharing a public link to a template/document go to Settings in the left-side panel > Settings > scroll down to Team settings and check the option to Allow anyone to request access to documents. Finally, select Save changes.
Language of the recipient's view
Availability: Essentials, 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 Dutch, English, French, German, Italian, Polish, Portuguese, Spanish, and Swedish.
Click here to learn more.
Disable/enable promotional window upon document completion
Availability: All plans
When the document is completed, the 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.
To disable this message go to Settings > Settings, uncheck the option under Other settings, and click Save changes.
With the document completion confirmation disabled, after the document has been completed, the recipient will see the document and the option to download a PDF.
Change workspace icon
Availability: All plans
Modify the workspace icon in Settings > Settings:
