Salesforce Reference Guide Version 6.3

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PandaDoc FAQ

Why is PandaDoc saying I have unassigned fields?

Use the up/down arrows to view all fields that require a signer but have not been assigned one. select a signer from your recipient list. Once all unassigned fields have been updated, you can send your agreement.

Tip: You can assign all as long as all of the fields should be assinged to yourself.

My client has already signed, why are they still receiving reminders? You have sent multiple agreements to the client and not voided unsigned agreements. In the pandadoc website, search the Quote number or business name to search all Pandadocs that have been sent to the client Do not touch a completed agreement as any changes made will remove the signatures. Void any documents that are no longer needed.

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