Plan availability: Enterprise
With whitelabeling, your PandaDoc documents will arrive from an email address and custom subdomain that we will create for you. This subdomain will contain your companies branding and is customizable. For example, if your brand is widgetcentral.com, we can create a subdomain such as pd.widgetcentral.com. In this example, emails will come from firstname.lastname@example.org. The subdomain can be any domain you want as long as it is not already taken. Please note, you cannot change document links (app.pandadoc.com) with this feature.
Note:setting this up requires updating DNS records on your end – we recommend reaching out to your IT department for that. Please see more below.
Your custom domain (whitelabeling) will be applied to the following standard PandaDoc emails:
- document delivery email
- document expiration warning
- document completion notification
- reminder to pay
- reminder to verify bank account
Note:once whitelabeling is setup, the emails listed above will arrive from your custom domain. This will not impact any previously sent emails or notifications (as those have already been delivered).
You can set this up for your entire account or for a specific workspace.
Warning:after your account has been whitelabeled, the "[Recipient name] opened Email message" event in the Activity won't be tracked. You will still receive the "Document Viewed" notification email.
Send a request to our support team
To start the process, the PandaDoc account owner must send us a request at email@example.com with the following information:
- Whitelabeling for the entire account or for a specific workspace (list workspace);
- Subdomain and Domain address you would like to use (example: “firstname.lastname@example.org”);
- Your PandaDoc account email address (*must be PandaDoc Account Owner).
Complete the setup on your end
Once we process the request, we’ll add your email domain on our end and send you a PDF file with detailed instructions on how to update your DNS records.
See sample instructions attached at the bottom.
At this point, we recommend involving your IT department since it’s an advanced setting.
You’ll be required to update:
- TXT records
- MX records
- CNAME records
Your instructions .pdf file will also contain information on how to perform the setup for most common email domains. Once done, please send us an email to notify us that you completed the setup.
Warning:The instructions do say the MX records are optional but more and more email providers are starting to require them for delivery. So we strongly recommend updating your MX records.
We complete the setup
Once we receive the confirmation email from you that you’ve completed the DNS records update, we’ll verify it on our end, finalize the whitelabeling setup for your account and notify you via email.
We recommend sending a test document to verify that whitelabeling has been setup correctly.
This is what an email from PandaDoc would look like after setting up the feature: