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PandaDoc Website
You can access the Pandadoc website here: https://app.pandadoc.com/login/ To access a document to edit, you can find it by several different ways: 1.After logging in, click your document on the right side of the screen. Go to Documents on the left side of your browser. Click the search bar at the top right and type in the name of your business or quote number. 2. Click Team dashboard at the top of the browser. Click the folder depending on your document status. I.e. if your document has been sent to only you, it should be in Sent. If your document is in draft, click draft. 3.
Your pandadoc Dashboard will show you where your documents are sitting. If your document has been sent to you or the client but not yet opened or signed, it will be in Sent If your document has been viewed by the client or customer care, it will be under viewed. If your document has been completed by Customer Care, it will be in Completed.
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