1. Head to your PandaDoc dashboard
2. Go to Inbox
3. Find all the messages and documents sent to you under Inbox
4. Go to My Documents
5. You will find all your documents by clicking on My Documents
6. Go to Templates
7. You can browse the Templates Library by clicking on Templates
8. Go to Content Library
9. Find all your content under the Content Library
10. Go to Catalogs
11. Find the Catalogs here
12. Click on Forms
13. You can access your forms from this Forms section
14. Click on Payments
15. You can find all your payment details by clicking on Payments
16. Click on Automation
17. You can do automation by clicking on Automation
18. Click on Contacts
19. You can view your contacts list by clicking on Contacts
20. Click on Add-ons
21. You can add plugins by clicking on Add-ons
22. Click on Additional Settings
23. Click on Upgrade
24. Upgrade your account
25. View your Timeline
26. Click on Further Additional Settings
27. That's it!
