Additional Settings
Go to PandaDoc Settings - "Settings" to optimize other account options:
- Signature and initials signing options
- Default design theme
- Auto-expiration settings
- Auto-reminder settings
- Default currency
- 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. But please note, you cannot adjust settings per field in Editor 2.0.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:
Note:
If you are working in Editor 2.0, you have two options: Draw and Type. Learn about Editor 2.0 here.
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.
Default design theme
Availability: Individual, Business, Enterprise
In PandaDoc you can set up the design theme if you have created one to be used automatically for all documents and templates. For that go to PandaDoc Settings > Settings > Default theme.
Please note that Basic theme is set up by default.
Note: Updating the default theme will affect all new documents and templates. If you want to change the theme only for a specific template/document you can do it directly in the document/template.
Auto-expiration settings
Availability: Individual, Business, Enterprise
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: Individual, Business, 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: Individual, 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: Individual, Business, Enterprise
Go to Settings > Settings > and find “Default currency.” Switch to your currency and click on “Save Changes”.
Language of the recipient's view
Availability: Individual, 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:
