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PandaDoc FAQ
How do I make changes to a document I’ve already sent?
Every part of every PandaDoc is editable. Open your Pandadoc from the pandadoc website If your document is NOT in draft mode, Click on “Actions” then click “Edit document”
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Tip: This moves your document into draft mode. All signatures will be removed including your own. This is why it’s important to check all information before sending an agreement out to the client.
First make your changes on your Opportunity and Quote In your quote, you will click Print then Create document Follow the normal steps to create your pandadoc by selecting the template type. Verify the information in your document has been correctly updated before resending your document for signature.
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