Select Settings at the bottom left corner, then select Document settings to customize the following options:
Formatting
Set up default theme for your documents
You can select the default theme that will be applied to all new documents, templates, and content library you create. Choose one of our ready-made themes or the custom design you have already created (click here to learn more about document design).
Note: Forms created from scratch will have Basic theme applied by default.
Phone number
Availability: All plans
You can select a default and other frequently selected countries for phone numbers used in 2FA, recipient verification, and sending documents via SMS.
Currency
Availability: Starter, Business, and Enterprise plans
What do Currency settings 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: Starter, Business, and Enterprise plans
Go to Settings > Document settings > and scroll to Currency. Switch to your currency and click on Save changes.
Date format
Availability: All plans
You can set a default date field format in Document settings so all new date fields in your templates and document will share the same format.
Learn more here.
Time zone
Availability: All plans
You can now set a default time zone for your entire workspace. This time zone will be applied to all timestamps in your documents’ Certificates of Completion, ensuring accurate legal and compliance records.
How it works
Workspace admins can choose and save a default time zone in the workspace settings.
By default, all workspaces are set to UTC+0 until an admin selects a different time zone.
Once configured, this time zone will be used in all new Certificates of Completion generated in your workspace.
The selected time zone also autofills date fields to match your workspace configuration.
Existing Certificates of Completion created before the feature launch are not affected.
How to set your workspace time zone
Go to Settings > Document settings.
Under Time zone, open the dropdown menu.
Select your preferred time zone from the list.
Click Save changes.
Once set, all timestamps on newly completed documents will reflect your chosen time zone in their Certificates of Completion.
Document auto numbering
Availability: Business and Enterprise plans
Auto-numbering allows you to set a sequence and number for every new document you create.
Go here to learn more.
Document setup
Date field
Admin users on the account can set the date field to include the document's signing date by default in Settings > Document settings. This way all new date fields users add will inherit this setting.
Document delivery method
Availability: Business and Enterprise plans
PandaDoc’s default delivery method is email, but it can be changed to text (SMS) or both email and text (SMS) in Document settings. The default delivery method you select will be applied to all new recipients you add to your documents.
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.
Expiration settings
Availability: Free eSign, Starter, Business, and Enterprise* plans
* Only Business and Enterprise customers can change the expiration period. For the Starter and Free eSign PandaDoc plans, the expiration date is set to 60 days and cannot be changed.
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.
Default payment gateway
Availability: All plans
The Payment section at the bottom of your Document settings defaults allows you to see the primary payment gateway you configure and optionally select the secondary payment gateway.
The primary gateway is the one that will automatically appear in all newly created templates and documents when a payment block is added. The secondary gateway, if enabled, will also appear as an alternative option in those documents.
Note: PayPal can be used only as a secondary payment gateway option.
