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Q: Can you edit a PandaDoc?

Open the document, in the top right, click Actions &gt; 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.

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 to create a custom variable in PandaDoc?

Custom variables To add a custom variable open the square opening bracket, type the name of your variable, and click Enter.

How do I assign a field in PandaDoc?

To reassign selected fields to another recipient, select the recipient's name (you'll see a role name if you're using a template, content library item, or form) on the floating panel, then assign a new recipient to these fields.

How to export from PandaDoc?

Follow the steps: Open your Catalog and choose Export. Go to your email inbox, and open the PandaDoc email to download your CSV file.

Can you edit a 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 add a date field in PandaDoc?

Note: Open a template, document, content library item, or form and add a date field. Select the field, then select Properties on the floating panel. Select Signing date from the “Autofill with" dropdown, then send the document.

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.

How do I save a PandaDoc template to the content library?

Click the three dots above the page you would like to add to the library, here you will see the option to add the page to the Content Library. Specific blocks: To start, click on the block you wish to save, once the block is clicked a floating menu bar appears at the top. Click on the 'Add to Library' icon.

How do I download a document from PandaDoc?

Bulk downloading documents Select all of the documents you'd like to download. Then click on the Download button at the top right. You will see a notification that the download has started and once it's processed, you will receive a notification email from PandaDoc that includes a . The link to the .