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Q: How to assign roles in PandaDoc?

Change account owner's role Go to Settings &gt; Billing. Select Admin panel at the top left corner &gt; Users. Next, select the account owner. On the right, select the workspace where you'd like to modify the account role. Select the role you need and hit Save.

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How do I assign all fields in PandaDoc?

Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.

How do I add variables to PandaDoc?

Using CRM variables in titles Copy a CRM variable you'd like to insert in the template title. Open a template you use to create documents from your CRM and paste the copied variable into the template title. Create a document from this template via your CRM and the variable will be auto-filled with the field value.

How do I add a signature field in PandaDoc?

Log in to your PandaDoc account. Upload a new PDF by selecting New Document > Upload or select an existing file from the Documents tab on the right of the screen. Open the Content > Fields tab. Drag the Signature field to the relevant place in the PDF.

How do I add a recipient in PandaDoc?

Note: Open your document, then click Invite in the top right and select Recipient. If you don't have the recipient's record in your PandaDoc contacts, click Add recipient on the right, then enter their contact information. Alternatively, you can start typing the recipient's name or email address.

How do I switch to another workspace in PandaDoc?

To switch between workspaces, select the workspace name at the top left > select another workspace from the list. Alternately, move between workspaces using shortcuts Cmd + K (on Mac) or Ctrl + K (on Windows) to activate the Jump to dialog.

How do I add variables in PandaDoc?

Using CRM variables in titles Copy a CRM variable you'd like to insert in the template title. Open a template you use to create documents from your CRM and paste the copied variable into the template title. Create a document from this template via your CRM and the variable will be auto-filled with the field value.

How do you assign fields in PandaDoc?

Assign a field to a recipient First, select a recipient who needs to sign the document or fill or fill out some fields, then click on the field. A recipient will become a signer once a field is assigned to them.

How to assign roles in PandaDoc?

Change account owner's role Go to Settings > Billing. Select Admin panel at the top left corner > Users. Next, select the account owner. On the right, select the workspace where you'd like to modify the account role. Select the role you need and hit Save.