PandaDoc

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

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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