Admin Hub

Account Setup

• Admin panel updates
• Recipient verification: Knowledge-based authentication (KBA)
• Account Access
• Two-factor authentication (2FA)
• Early Access Program (EAP)
• Notifications

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Billing + Subscription Management

• Working with Add-ons
• Account Billing and Ownership
• Compare subscription plan features

User Management

• Admin panel
• Add and remove users
• Account roles
• Custom roles
• How do I transfer license to another user?
• Profile settings

See all 7 articles

SSO

• SSO implementation
• Set up Single Sign-On with Salesforce
• Set up Single Sign-On with OneLogin
• Set up Single Sign-On with Active Directory

FAQ

• A detailed guide to PandaDoc’s new look and feel
• PandaDoc’s new look and feel: Everything you need to know
• PandaDoc's Plan Migrations: Everything You Need to Know
• How to Contact PandaDoc Support
• How can I get a copy of your W-9 form?
• Sales Tax for PandaDoc Customers