PandaDoc

Admin Hub

Admin panel updates

Use KBA to enhance document security by verifying signers' identities with personal questions, adding a layer beyond passcodes and SMS.

Knowledge-based authentication (KBA)

Find the instructions on how to access your PandaDoc account here.

Account access

Enable 2FA on PandaDoc via app or SMS for added security. Configure individually. Backup codes are essential if device access is lost.

Two-factor authentication (2FA)

Manage notifications you want to receive in Settings > Notifications.

Notifications

To change the interface language for your account, select your name in the lower-left corner and go to My account. Change the language under Interface language.

Changing interface language

Discover how to create and manage PandaDoc workspaces for team collaboration, content distribution, and workspace-specific settings.

Workspaces

Customize branding by uploading logos, changing button and text colors and setting custom email footers.

Emails Branding Settings

Our new “Create Contact” zap template allows you to bulk import contacts from a Google Sheet.

Import contacts in PandaDoc using Zapier

Account owners can transfer ownership by going to Settings > Billing, Ownership can only to another member of your PandaDoc account.

How do I change the owner of the account?

Document settings

In PandaDoc, all recipients you send documents to are added to your contact list. To import or export contacts, reach out to Support Team.

Add and manage your contacts

Remove “via PandaDoc” from your email subject

You can import your Google contacts in bulk to PandaDoc — everything from a contact’s name and organization to their phone number and email address.

How to import Google contacts

With our Free eSign plan you can send 5 uploaded documents per calendar month, 2 recipients per document. Payment integrations are available

Free eSign guide

Key differences between EU server service versus US server

PandaDoc EU vs. US ​

Account Setup

Learn how to find, enable, purchase, and remove extensions.

Working with Extensions

Learn how to manage your PandaDoc account billing, change plans, update billing details, transfer ownership, and review invoices.

Account Billing and Ownership

Compare PandaDoc subscription plans and features.

Compare subscription plan features

Billing + Subscription Management

You can manage workspaces, view system roles, create custom roles, see users across workspaces, and handle billing in Organization settings.

Organization settings

Easily invite new team members to PandaDoc, manage licenses, and collaborate seamlessly.

Add and remove users

Learn about the differences between account roles to choose the best role for your teammates.

Account roles

The custom roles feature allows you to create a role for your users with specific permissions.

Custom roles

To transfer the license from a user who is leaving the company, to a new user, remove the leaving user first, then invite the new one.

How do I transfer license to another user?

Update your PandaDoc personal settings, including your personal information, password, interface language, and personal signature.

Profile settings

The audit log allows you to download a record of activity within your account over the previous 30 days.

Audit log

Transitioning from Creator and eSign Licenses to Standard Licenses with Custom Roles

User Management

PandaDoc now supports SSO via IdPs like Okta or OneLogin, using SAML 2.0 for secure, password-free, and fast access across domains.

SSO implementation

Set up Single Sign-On with Salesforce

Step-by-step guide on how to set up the Single sign-on integration with OneLogin.

Set up Single Sign-On with OneLogin

How to set up Single Sign-On with Active Directory.

Set up Single Sign-On with Active Directory

Troubleshooting SSO setup and errors

Learn how to get 24/7 support from our friendly, expert team.

How to Contact PandaDoc Support

How can I get a copy of your W-9 form?

Information about Sales Tax and when it applies.

Sales Tax for PandaDoc Customers

Use our Forms feature to share a document via a public link, allowing anyone to sign.

How can I share a document via a public link for anyone to sign?

Billing FAQ

PandaDoc's Free eSign plan vs Free 14-day trial

Request a demo

pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

Find answers and get help from Intercom Support and Community Experts

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