Quick summary
Renaming a document in PandaDoc takes just a few clicks from the Documents dashboard. Use the three-dot menu next to any document to access the Rename option and save a new name instantly.
Steps
- Click 'Documents' in the left-hand menu.
- Find the document you want to rename and click the three-dot menu next to it.
- Select 'Rename' from the dropdown menu.
- Type the new document name into the empty field.
- Click 'Save' to confirm the change.
- The document name will be updated instantly across your dashboard.
