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Creating a PandaDoc
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In your Quote, click Print and then click Create Document.
Select the folder containing the template you are looking for. The General ESS is under ScentAir NOAM- Standard Agreements.
Click Finalize Quote. If there are errors on your opp/quote, they will appear in a pop-up, otherwise it will say success. DO NOT click View Document to sign your pandadoc. View Document will download your document as a PDF. TO SIGN your document, you will get an email asking you to sign your pandadoc. You will always be the first signer. TO REQUEST AN ADDENDUM, go into the pandadoc website and open your document. Use the pandadoc chat to request approval from your manager. Once Salesops has sent you a message that your addendum has been added, sign and send as normal from the pandadoc website.
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