Add and manage your contacts
Availability: all plans
In PandaDoc, all recipients you send documents to are added to your contact list. Learn here how to add and manage your contacts.
Add new contacts
On the Left, click on the “Contacts” icon, then click on “+New Contact”
Add information for the new contact record, the only required field is the “Email Address”. Click Save once finished.
Now you can add this contact as a recipient on your documents.
Note:
you can add a new contact right on the documentEdit contacts
Click on the contact record and click Edit button in the top right of the record to edit contact info.
Delete contacts
Go to Contacts, “check” the contact name and click the “Delete” button.
Review documents under a contact
Click on a contact to view all documents sent to this person.
