Salesforce Reference Guide Version 7.0

How to Request Legal Changes to an Agreement

Your client can suggest edits to a document when they go to sign. To resolve these edits, go to the Pandadoc website Click Documents on the left side task bar

Locate your document, and click to open it Click the three gray dots at the top of your document. Next click Collaborate

Type Dalisha Sturdivant’s name in the search bar and click her name as it appears. She will approve or edit the requested changes. Then, the document will go back to your client to review Once the client accepts the changes, they will sign the document

Powered by