Salesforce Reference Guide Version 7.0

How to Edit a Pandadoc

Go to the pandadoc website. Click Documents on the left side task bar

Locate your document, then click to open it Click Actions, then click Edit Document to put your document into Draft Status

Make edits as needed. Then, click send and sign your agreement Some parts of documents are locked for legal reasons and you will not be able to edit If you need to change to information like business names or addresses, make these changes in your opp, quote, then reprint your pandadoc

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