Select your profile image in the bottom left corner to open Settings, then select Workspace defaults to optimize other account options:
Signature and initials options
Availability: All plans
To ensure that a recipient only provides their signature or initials either by drawing or typing them, you have the option to enable or disable certain types. There are three available options for signature: Draw, Type, and Upload image. Meanwhile, Initials field only has two options: Draw and Type.
Go to Settings > Workspace defaults and check/uncheck the options you need. Select Save Changes once done.
Available signature options:
Draw — allows a document signer to draw their signature and choose its color.
Type — allows a document signer to choose a typed option of their full name out of six and change its color.
Upload — with this option, document signers can upload a picture of their signature.
Document delivery method
Availability: Business and Enterprise plans
PandaDoc’s default delivery method is email, but this can be changed to text (SMS) or both email and text (SMS) in Workspace defaults. The default delivery method you select will be applied to all new recipients you add to your documents.
Auto-expiration settings
Availability: Free eSign, Essentials, Business, and Enterprise* plans
* Only Business and Enterprise customers can change the expiration period. For the Essentials and Free eSign PandaDoc plans, the expiration date is set to 60 days and cannot be changed.
Auto-expiration is an option that you can set for your templates and documents. This will make your documents automatically expired when the document is not completed. The status of these types of documents is “Expired”.
Click here to learn more.
Auto-reminders settings
Availability: Business and Enterprise plans
With this option, you can setup reminders to be emailed automatically to the signers that have not completed the document.
Click here to learn more.
Date field
Admin users on the account can set the date field to include the document's signing date by default in Settings > Workspace defaults. This way all new date fields users add will inherit this setting.
Recipient verification settings
Availability: Business* and Enterprise* plans
* 100 SMS per account are included (non-renewable package). You can purchase an additional volume package with a minimum of 50 SMS for 0,4$ per SMS.
This feature helps you easily set up a unique passcode or SMS code for each document recipient. Your recipients will need to pass verification to view or sign the document.
Learn more here.
Signature verification settings
Availability: Business* and Enterprise* plans
*Each completed signature costs $5 per verification. To purchase a signature verification package contact us using this form.
QES helps identify the signer of a document sent via PandaDoc. Learn more about this feature here.
Email attachment
Availability: All plans
With this feature enabled, all document participants (recipients and sender) will receive an automatically generated email with a PDF of the completed document after it has been finalized by all parties.
Click here to learn more.
Default currency
Availability: Essentials, Business, and Enterprise plans
What does Default currency affect in PandaDoc:
Default currency will be applied when creating new Catalog items
Default currency will be applied when creating new Pricing table blocks (both on Documents and Templates)
Default currency will be applied when creating new Payment blocks (both on Documents and Templates)
Grand Total for new documents will be displayed in the Default currency
Revenue metrics on Dashboard – Revenue metrics from documents will be displayed in the Default currency
Revenue metrics in Reporting – Revenue generated, Document funnel, and Leaderboard
Configure currency in your settings
Availability: Essentials, Business, and Enterprise plans
Go to Settings > Workspace defaults > and find Default currency. Switch to your currency and click on Save Changes.
Default date format
Availability: All plans
You can set a default date field format in Workspace settings so all new date fields in will share the same format.
Learn more here.
Language of the recipient's view
Availability: Essentials, Business, and Enterprise plans
Sending documents to non-English speakers? Now you can change the recipient view language to help recipients easily navigate PandaDoc to open, view, and sign documents.
Recipient view is currently available in English, Bulgarian, Czech, Danish, Dutch, French, German, Greek, Hungarian, Italian, Norwegian, Polish, Portuguese, Romanian, Spanish, and Swedish.
Click here to learn more.
Default payment gateway
Availability: All plans
The Payment gateway section in your workspace defaults allows you to set primary and secondary payment gateways. Your selection will be applied to all new templates and documents that include a payment extension.
Note:
PayPal can be used only as a secondary payment gateway option.
Document auto numbering
Availability: Business and Enterprise plans
Auto-numbering allows you to set a sequence and number to every new document you create.
Click here to find out more.
Phone number
You can select a default and other frequently selected countries for phone numbers used in 2FA, recipient verification, and sending documents via SMS.
Team settings
Here you can allow your colleagues to join your account if they’re working within the same domain as your account’s owner and join your workspace by sharing a public link of a template/document with them.
Learn more about inviting users here.
To allow teammates from your domain to join your account, first, go to Settings in the left-side panel, choose Workspace defaults, then under Team settings check the option to Allow anyone at your domain to join your organization upon request.
To allow users to join your workspace by sharing a public link to a template/document go to Settings by clicking on your profile image in the left-side panel > Workspace defaults > scroll down to Team settings and check the option to Allow anyone to request access to documents. Finally, select Save changes.
Disable/enable promotional window upon document completion
Availability: All plans
When the document is completed, the recipient will see a message that reads: "All set! Document is complete. Check it off your list by downloading a signed PDF now." and prompts the recipient to sign up for their own PandaDoc account.
To disable this message go to Settings > Workspace defaults, uncheck the option under Other settings, and click Save changes.
With the document completion confirmation disabled, after the document has been completed, the recipient will see the document and the option to download a PDF.
Change workspace icon
Availability: All plans
Modify the workspace icon in Settings > Workspace defaults: