One Pagers
Download a PDF version of our quick-reference guides. Great to have in the field!
How to create a Quote for your opportunity
How to Create a Quote
How to send your quote/opportunity information to pandadoc
How to Create a Pandadoc
How to get rid of agreements that are no longer being used
PandaDoc- How to Void Agreements
How to create a sample request to be sent out to a client
Customer Care Request Button
How to create and follow up on customer care requests made via SFDC
How to Send a Sample Request
How to create a private label request for infused reeds
Making Changes in EQ v. PD How to create a Private Label request
When do I update information in EQ versus the padandoc directly
How to create a recontract that is dropping in RMR services
Recontract (Downgrading)
Powered by FlippingBook