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PandaDoc FAQ
How do I change signers? Open your document in the pandadoc website Click the manage recipients tab. Click on the person currently assigned as the signer. Your Main Contact on your opp will always be your signer. Click change signer and enter the email or name of the person you want to change to. If their name/info pops up, click them. If they don’t pop up, add them. Click change.
How do I add/remove a CC?
To add a CC: Click the manage recipients tab. Type in the name of your CC in the search bar If their name/info pops up, click on them and click change. If it doesn’t appear, add them as new Drag and drop the CC above the client to ensure the signing order is correct. To remove a CC: click on the name of your CC, click remove CC
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