How can I edit a template via upload if it has already been created?

Focus:  The focus of this self-help article is to provide steps and information to edit a template via upload after it has already been created in PandaDoc

For all  Files that you have uploaded, you can “upload a new” version of the template after it has been created.

Step 1:  To upload a new file. Go to Templates on the left, click on the name of your template. Over on the right, you will see “Edit”.

Next, upload a new document and then click on Save.

Templates - Upload - From Computer

Now the template has been edited, add your roles and/or fields and then it can be used for a document to be sent.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Click on the “Help” button next to your profile icon
  3. Choose Submit Help Request option

Or feel free to contact us using our public form:

Contact Support