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PandaDoc FAQ
Your document must be sent out to the client first in order for them to suggest changes Your client will suggest edits that need to be approved by our legal department. To get approval, you’ll add Dalisha Sturdivant to your document as a collaborator Once Dalisha has made changes to the document, she will adjust your signing order so that the document goes back to the client to review and accept the changes Once the client accepts the changes and signs, you will be sent the document to sign again How can my client suggest edits to the agreement terms?
TIP: If a client suggests edit to something that does not require legal approval (ex. contact information, term/renewal length, product changes) You will not need to go through this process and can make those changes on your own.
How can I find a document I’ve already created?
Log into the Pandadoc Website Click Documents on the left side of the screen
Either look in the list view of your created documents OR search using the search bar in the top right. You can search EITHER the business name or the Quote number.
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