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PandaDoc FAQ
How can I request Approval for an Addendum?
When requesting an addendum, you will always need to get your managers approval. To do this, you’ll use the PandaDoc Chat.
Open your agreement in the pandadoc website and click the Chat icon in the top right corner. Click into “post a private message" and type in the text block to request addendums Type " @ " and then your manager’s name to tag them in the message. If you do not tag your manager, they will never see the message. You can click on their name when it pops up Once your manager approves the addendum, SalesOps team will then go in and add the addendum. Shortly after you will receive a confirmation via PandaDoc chat that "The addendum has been added".
Tip: Some Addendums will have fields that you will need to fill out, for example, Paid Trial and Construction Addendum. You will not be allowed to send until these have been filled out.
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