Completing and Submitting a Document in PandaDoc

Completing a Document

In order for a document to be submitted, all required items must be completed. Required items will be highlighted in red, as seen in the example below.

While completing your document, you will see a black bar at the bottom of the screen. A count of required items is displayed on the left. Clicking the “Next” button on the right will take you to the next item, whether it is required or not.

Submitting a Completed Document

Once all required items are completed, the “Next” button will turn into a “Done” button. Click this button to submit.

After clicking “Done”, the document will take some time to submit. Do not close down your web browser until you see the green checkmark. You will have the option to download your own copy of the completed document, but this step is not required.