How to Create a Pandadoc
Creating From a Quote Once your quote is completed, click Print, then click Create Document
Select the folder for your region and template you are looking for. The NA General ESS is in ScentAir NOAM- Standard Agreements
Click Finalize Quote. If there are errors in your quote, you will get a pop up to fix them To sign your document, open the email in your Outlook asking you to sign the pandadoc. Once you sign, it will go to the customer. Your main contact will be set as the signer automatically but this can be changed if needed
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