How to Rename Documents in PandaDoc
- George Apostolov
How to Rename Documents in PandaDoc: step-by-step guide
Click 'Documents' in the left-hand menu.
Find the document you want to rename. Click the three dot menu next to the document.
Select 'Rename'.
Type in the new name in the empty field.
Click 'Save'.
The new document name will be updated instantly.
Quick answer: To rename documents in PandaDoc, click 'Documents' in the left-hand menu, locate your document, and open the three dot menu. Select 'Rename', type the new name in the empty field, and click 'Save'.
About this PandaDoc tutorial
Quickly update your file titles in PandaDoc by selecting Rename from the document menu, entering a new name, and saving your changes. This guide shows how to rename Documents in PandaDoc in 6 steps, starting with "Click 'Documents' in the left-hand menu" and finishing with "The new document name will be updated instantly". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to rename Documents in PandaDoc?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Search for Documents in PandaDoc, How to Send Reminder Emails in PandaDoc and How to Set Basic Signing Order in PandaDoc. Last reviewed 05 Oct 2026.
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