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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 change ownership of PandaDoc workspace?
Account ownership can only be transferred only to another member of your PandaDoc account. Go to Settings > Billing. Next, type in the name or email address to select the new owner. Then, an email will be sent out to the old owner, i.e. you, so you can confirm the ownership transfer.
How do I edit a contract 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.
Can contracts be amended?
A contract amendment is exactly what it sounds like – a change to an existing contract that both (or all) sides agree to. Amendments can be changes to anything in the original contract's terms, clauses, sections, or definitions.
How do I transfer ownership of a PandaDoc document?
Hover on the far right over the document for which you'd like to transfer ownership, click on the vertical ellipses, then choose Transfer ownership from the dropdown menu. In the pop-up, start typing the name or email of the user who will become the document's new owner.
How to modify a contract after signing?
How to create a contract amendment Pinpoint what you want to change or add. Look at your contract and write down the parts you need to change. Date and title the new amendment. Next, add the current date and the title and date of the original agreement to the document. Draft and describe the changes. Finalize the changes.
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 reassign signer 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.
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