Salesforce Reference Guide Version 7.0

How to Create a Pandadoc

Creating from Pandadoc Website *** The only time you should be creating a pandadoc from the website is for an MLA*** In the pandadoc website, click Create New from the task bar

Click Shared with Me. Click your global region folder The ScentAir MLA is in the Standard Agreements folder. Click the template, then click Add 1 Item Assign your signing order. This should always be Yourself, The Client, Your Manager, and then Customer Care Click Continue to create your document

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