Additional Settings
Go to PandaDoc Settings - "Settings" to optimize other account options:
- Signature and initials signing options
- Auto-expiration settings
- Auto-reminder settings
- Default currency
- Team settings
- Language of the recipient's view
- Disable document completion message
- Change workspace icon
Signature and initials signing options
Availability: all plans
What options can I enable disable for Signature field?: Using this option, you have the ability to turn off the “Draw”, “Type” and “Upload” options for Signatures.
What options can I enable and disable for Initial field?: Using this option, you have the ability to turn off “ Draw” and “Type” options for Signatures.
Note:
These are default settings. You can override default settings for any field(s) by clicking on the field and adjusting the settings.Setup options for Signatures and Initials
Once enabled, please log in and go to Settings > Settings > and you will see the options. Make your changes and click on the “Save Changes” button.
Examples of signature signing options:
Draw – Using your mouse, you will be able to draw your signature and choose the color of the signature.
Type – You will see a list of 6 options with the full name of the recipient of the document and the option to change the color.
Upload — With this option, you are able to upload a picture of your signature that will fill out the signature field.
The Initials signing only has two types: Draw and Type.
Auto-expiration settings
Availability: Free eSign, Essentials, Business, Enterprise *
* 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
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.
Default currency
Availability: Essentials, Business, Enterprise
What does “Default Currency” affect in PandaDoc?:
- Default currency applied when creating new Catalog items
- Default currency applied when creating new Pricing table blocks (both on Documents and Templates)
- Default currency applied when creating new Payment blocks (both on Documents and Templates)
- Grand Total for new documents will be displayed in Default currency
- Revenue metrics on Dashboard – Revenue metrics from documents will be displayed in Default currency
- Revenue metrics in Reporting – Revenue generated, Document funnel, and Leaderboard
Configure currency in your settings
Availability: Essentials, Business, Enterprise
Go to Settings > Settings > and find “Default currency.” Switch to your currency and click on “Save Changes”.
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, choose Settings again, then 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, Enterprise
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 French and Italian.
Click here to learn more.
Disable/enable document completion message
Availability: all plans
Example of the message displayed for a completed document:
To disable this message go to Settings > Settings and you will see the option to disable. Uncheck the box and click Save.
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:
