How to Rename Documents in PandaDoc

Updated on:

May 12, 2026

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Use this interactive demo to learn how to quickly rename any document in PandaDoc.

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.

📌 Why this matters

Keeping documents clearly named in PandaDoc is essential for sales and operations teams managing high volumes of proposals, contracts, and agreements. The ability to quickly rename documents directly from the dashboard—without opening them—saves time and reduces the risk of sending the wrong file to a client. PandaDoc's intuitive document management features help teams stay organized, maintain version clarity, and move deals forward faster. For businesses relying on document workflows, a clean and accurate document library is a core productivity advantage.

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