How do I use an existing template and turn this into a document to be sent?

Focus:  The focus of this self-help article is to provide steps and information to how to use an existing template to be used for a document.

Please note:  If you have already created a template, there are two ways you can use this for a document.

Step 1: Inside of the template itself. Go to templates, click on the name of the template. Over on the right, you will see the option for “Create Doc”. Click this to begin to use this template as a document.

Step 2-A: From new documents.  On any page inside of PandaDoc, click on the Green “New Document” button on the upper right.

Step 2-B: Select the option, “From Template” search for your template and then click on the template name.

Step 3: Setup the document.  Give the document a name and assign the role to a recipient.

Make any further changes you need to the document and send it out!

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