PandaDoc
PandaDoc is a document automation platform that helps businesses create, send, and manage proposals, contracts, and quotes digitally. It offers templates, e-signatures, payment collection, and workflow automation to close deals faster.
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How to rename a document in PandaDoc

Here is how to rename a document in pandadoc

  1. First click on "Documents" in the left sidebar navigation menu
  2. Then click on the three-dot menu button next to the document you want to rename
  3. Next click on "Rename" option from the dropdown menu
  4. Then clear the existing text in the rename dialog and type your desired name for the document
  5. Finally click on the "Save" button to confirm the document rename

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Why should you rename a document in PandaDoc

PandaDoc is an innovative solution designed for seamless document workflow optimization.

Renaming a document in PandaDoc is a straightforward yet powerful feature that enhances organization and accessibility. This capability allows users to maintain a structured document library, ensuring that each file is precisely labeled for easy retrieval.

By using this feature, you prevent confusion and improve efficiency, as well-named documents contribute to a more productive workspace. PandaDoc empowers users with intuitive management tools to streamline their document processes effortlessly.

Last update
February 2, 2026
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