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Q: Can you edit documents in 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 do I add a logo to PandaDoc?

Note: Go to Settings &gt; Branding and emails &gt; and you will see a logo. Click Change logo. You can drag and drop a photo or upload one from your computer, you can also import from Dropbox, Google Drive, Box or OneDrive. Once the image has been processed, this image will now show up for your PandaDoc account and in emails.

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How do I change the name of my PandaDoc workspace?

Customize your workspaces Now that you've set up your account, go to Settings on the left sidebar and click Workspaces. Use this section to create different workspaces, change their names, add integrations and branding.

How to edit signature in PandaDoc?

To set up or update your personal signature, go to Settings > My account, then select Change signature. You'll then be given three options: “Draw”, “Type,” or “Upload” an existing signature from your computer. Make your selection, then when you're finished, save your signature.

Can you edit documents in 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 change initials in PandaDoc?

Signature and initials options Meanwhile, Initials field only has two options: Draw and Type. Go to Settings > Workspace defaults and check/uncheck the options you need. Select Save Changes once done.

How do I remove a signer in 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 do I add a logo to PandaDoc?

Note: Go to Settings > Branding and emails > and you will see a logo. Click Change logo. You can drag and drop a photo or upload one from your computer, you can also import from Dropbox, Google Drive, Box or OneDrive. Once the image has been processed, this image will now show up for your PandaDoc account and in emails.

How do I change the font in PandaDoc?

Add custom font Go to Design. Click on the font options dropdown, then select +Add custom font. Next, go to Google Fonts, find the font you'd like to add, then choose “Select this style.” Unfold the “Family selected” tab and copy the import URL. Paste this URL into PandaDoc and click Add font.