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Q: How do I reassign in PandaDoc?

In your PandaDoc account, go to Settings &gt; 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.

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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.

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How do I change an expired document in PandaDoc?

To remove the “Expired” status, you have two options: Change the document back to draft. To do so, open the document, and click on Actions > Edit. Modify expiration settings and document content (if needed) and resend it to your recipients.

How do I change my status in PandaDoc?

You can't change the status from Home or inside a document. You can only change the status from the Document list. If you don't see the option to manually change the document status, please ask your Account Owner to enable it in the Marketplace (found in the left panel of your PandaDoc account).

How do I edit signed PandaDoc?

Step 1: Select the document. Go to Documents. Step 2: Pull the Document Back. Select Actions ⇒ Edit document. Step 3-A: Make Edits. At this point you can make the necessary edits to your document. Step 3-B: Resend Document. Step 3-C: Delete Document.

How do I replace a source file in PandaDoc?

Hover over the document name, click on the vertical ellipsis menu, then choose Replace source file. Next, in the pop-up, click Select file to replace your uploaded content. That's it!

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 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.

Can you edit a PDF in PandaDoc?

PandaDoc's PDF tool provides the best PDF software within the free online marketplace. You can use this tool to edit, merge, split, convert and sign PDF files instantly.

How do I change the signer on 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.