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