How do I change the name of the document?

Focus:  The focus of this self-help article is to provide steps and information to change the document name when you added into your PandaDoc Account.

Step 1:  Change the name. If you go to documents on the left, click on the name of the document. At top of the view, you will see the document name. Click on that name. An editing box will be displayed and you can change the name.

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

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