PandaDoc MyGuide: How to Delete a Document in PandaDoc

PandaDoc MyGuide: How to Delete a Document in PandaDoc

1. Click on Documents
2. Select your desired document
3. Hover over any document and select checkbox
4. Click on Delete
5. Again, click on delete


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PandaDoc MyGuide: How to Share a New Template in PandaDoc

PandaDoc MyGuide: How to Share a New Template in PandaDoc

1. Click on New Document

2. Choose any of those as per requirement

3. Click on “Upload”

4. Click on Choose a local file (A Pop-Up will appear, select the required document from the local system)

5. Edit your document accordingly

6. Click on “Send” ( If you want to send this document to the recipients)

 

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PandaDoc MyGuide | How to Create a New Contact in PandaDoc

PandaDoc MyGuide | How to Create a New Contact in PandaDoc

1. Welcome to Dashboard of PandaDoc

2. Click on Contact

3. Click on New Contact

4. Enter First name

5. Enter Last name

6. Enter Email Address

7. Enter company name

8. Enter phone number

9. Click on Add Contact

10. Contact has been added!


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