PandaDoc

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 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 plan you can send 60 documents per year, 2 recipients per document.

PandaDoc Free plan guide

Key differences between EU server service versus US server

PandaDoc EU vs. US ​

Account Setup

Create a custom design with text, images, and links

Request a demo

pandadoc.com

Idea portal

Training

Product updates

Go to pandadoc.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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