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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
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How do I remove recipients from PandaDoc?
Remove a Recipient Removing a signer is only possible when the document is in 'Draft' ( document. draft ) status and this action unassign all fields associated with that signer. Removing a CC recipient is allowed in any document status except for 'Expired' ( document. voided ) and 'Declined' ( document.
How to change signers in PandaDoc?
Change signer Select Manage at the top of the page or Manage recipients tab along the right panel. Select the signer you'd like to change. Select Change signer. Select another recipient from the dropdown, or add a new one. Note: Select Change / Change and send.
How do I reassign in PandaDoc?
In your PandaDoc account, go to Settings > Billing. Once in the Billing tab, click the hamburger menu next to the Admin Panel and go to Users. Click the account of the user you would like to re-assign, and you will see the option to change their licenses to Standard, Creator, eSignature, or Read-Only.
How do I cancel a contract on PandaDoc?
How to cancel a contract Go through the cancellation clause in the contract. If there is no cancellation clause, reach out to the other party to negotiate conditions for mutual cancellation.
How do I edit PandaDoc?
Open the document, in the top right, click Actions > Edit document, and confirm you wish to edit the document. Make changes to the document that you need and once ready, send it out again. After you have resent the document, the recipient will get a new notification email with the latest document version.
How do I delete my PandaDoc account?
Here are the steps to cancel your account. In your PandaDoc Account, go to Settings > Billing. In the subscription plan settings, click Cancel your subscription. Fill out the form and confirm the cancellation.
How do I delete a contact in PandaDoc?
Delete contacts Go to Contacts, check the contact name, and click the Delete button.
How do I delete templates in PandaDoc?
To copy, move, rename, or delete a single document/template, hover over the document on the far right, click on the vertical ellipses, and choose an action from the dropdown. See more about moving documents in folders fast below.
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