Migration from Classic Editor to Editor 2.0

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Marya Maksimchuk
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When will Classic Editor services be discontinued?

Important Dates:

  • June 20, 2021: Classic Editor bug fixes discontinued.
  • July-November, 2021: Ongoing discontinuation of Classic Editor services.
  • December 1, 2021: Classic Editor will no longer be available and support chat will be discontinued. However, your migration could be in-progress throughout the month of December to ensure a smooth transition.
  • March 16, 2022: Accounts will no longer have the ability to duplicate/clone Classic Editor documents. Please make sure to re-upload the documents that you use most frequently so that they are Editor 2.0.
  • June 1, 2023: All Classic Editor documents will still be available, however, you will no longer be able to create or send new Classic Editor documents. You and your recipients will still be able to view, complete, and download documents.
  • Anytime: Our support and service teams are always here to help make this transition smooth and easy for you.

Why did we build Editor 2.0 as a separate editor?

We rebuilt our editor from the ground up to give you and your customers a better PandaDoc experience. Editor 2.0’s powerful features and functionality are specifically designed to streamline your document workflow.

I like the Classic Editor. Why do I have to migrate? 

Compared to the Classic Editor you’re familiar with, Editor 2.0 offers a more modern, responsive editing environment that makes creating documents in PandaDoc smoother, faster, and simply more enjoyable. All new PandaDoc features are now only released in Editor 2.0, and after June 21, 2021, we’ll offer only non-bug-fix support via chat to users of the Classic Editor.

Although PandaDoc’s Classic Editor and Editor 2.0 are both PandaDoc, they are entirely separate platforms. This means your current documents, templates, and content library items are incompatible with Editor 2.0.

But fear not! Your Classic Editor documents won’t be altered and will remain accessible – even after your account is moved over to Editor 2.0. Any outstanding documents awaiting signature or payment will be unaffected and can be completed as usual.

Read more in this Unleashed article.

How long will it take to migrate?

Giving you access to Editor 2.0 is as easy as flipping a switch. However, the content you’ve already created will be incompatible, so you’ll need to work with your CSM to establish a migration timeline for your team.

A rough estimate of migration ranges from 1-4 weeks. If you’re a small to medium business, count on 2 weeks; Enterprise clients take longer, sometimes up to 4 weeks. The exact time frame depends on the number of templates, as well as training schedules. We’ll work with you to ensure your business operations are not interrupted. 

Is there a pricing difference between the Classic Editor and Editor 2.0? Or a cost to migrate?

For those on our current pricing, there is no additional cost to upgrade to Editor 2.0! If you’ve been on a contract with a legacy pricing plan, you’ll need to talk to your CSM about any changes to your pricing. Our migration onboarding package starts at $750.

What happens to your Classic Editor templates and documents

What will happen to my Classic Editor templates after we complete the switch?

All your Classic Editor templates will be switched to Editor 2.0 so you can take advantage of its updated functionality and features. Your Classic Editor templates will no longer be available on-demand, or even visible in your templates list. However, we’ll still keep them if you need to access them at a later date. Talk with your CSM about our content conversion options if you think you’ll need a hand.

After I migrate, will I still be able to access my Classic Editor documents?

Yes — all your Classic Editor documents regardless of statuses (draft, viewed, completed, etc.) will still be accessible and available for download.

What happens to documents that have been sent and viewed, but are incomplete?

These will continue to be available — they’ll simply open in the Classic Editor. Any outstanding documents awaiting signature or payment will be unaffected and can be completed as usual.

What will happen to completed and draft documents in the Classic Editor if a user tries to edit them?

Users will still be able to view completed documents and daft documents in the Classic Editor. Also, all documents in draft status will be available for editing, as well as other actions like sending and completing. Please note, in the future we will eventually end draft documents in the Classic Editor and therefore we encourage you to migrate these draft documents as well.

Is there any content that can not be migrated?

Shared content (including shared folders, templates and content library items) can not be migrated. The original source of the content can be migrated though. Therefore, we will need the original link to migrate it and then it would need to be reshared again after your migration is complete. Our engineering team is working hard to facilitate this process. 

If my template is migrated, will it be ready as a Form?

While we can easily migrate your Classic Editor Templates to our new Editor 2, there is no way to create a Form during this process. However, creating a new form from a template is super simple and can be done in just a few clicks. Follow this link for more information on creating a Form. 

Where is the payment block that was used to design and add text to my invoices?

In Editor 2.0, the payment block no longer lives within the template/document as a content block to add text. You can still recreate the same look by adding a text block to your document and adding your text there. Click here to learn more about payments in Editor 2.0.

Will my Embedded templates still be accessible during or after Migration?

Yes, while you might not see the actual Template Embed template, the link and embedded HTML will still be reachable. However, this access will no longer be available after 30 days of migration, giving you 30 days to create the Forms and, if needed, get your website embed edited with the new HTML.

Can I duplicate Classic Editor documents? 

Unfortunately, no. If you need to duplicate the document, contact us at Support and provide the document link. We will migrate the document to Editor 2.0.

How will this affect my current workflow?

How will this change affect my team? Will I need to retrain my users?

Editor 2.0’s layout is different from the Classic Editor, but the overall Template > Document > Client workflow should remain intact for end users. Our Help Center is filled with step-by-step guides to make the transition smooth and simple. Furthermore, our Customer Success team is ready to work with you to determine the best path for training, if necessary.

How will my existing integrations be affected?

For the majority of users, integrations will be unaffected. However, exceptions do exist, so if you’re using integrations, please ask your CSM whether any of your integrations will be affected by the transition. 

Is there an option to disable creating any new templates using the Classic Editor but still be able to use existing ones? 

Unfortunately, no.

What does discontinuation of Classic Editor mean for me?

In June 2021, we ended all development work including bug support for PandaDoc’s Classic Editor. To continue enjoying a great level of support, all remaining Classic Editor customers have to migrate their accounts to Editor 2.0.

Over 93% of customers have already upgraded and confirmed that Editor 2.0 brings not only new and improved features but a more enjoyable editing experience. 

We will continue to gradually stop supporting services in favor of Editor 2.0. Until September 2021, we're offering a free content conversion to Editor 2.0 that includes all the templates and content library items you've used during the last year.

If you are API, Zapier and integrations users you may have to make updates to your workflow and templates after you migrate to ensure automation still works. You can find more information about these types of migrations from Classic Editor to Editor 2.0 for technical users in our article. 

Please note, only content (templates/content library items) that have been used within the last year in Classic Editor will be switched to Editor 2.0. You will continue to have access to all your Classic Editor PandaDoc documents. 

We want to make sure your migration to Editor 2.0 is as seamless as possible for all users. Please contact us at upgrade@pandadoc.com with any migration specific questions.

Can we continue using Classic Editor?

Due to Chat and bug support being discontinued, the Classic Editor will no longer be available starting December 1, 2021. All Classic Editor documents will remain accessible in your workspace. Starting June 1, 2023, you will no longer be able to create or send new Classic Editor documents. You and your recipients will still be able to view, complete, and download documents.

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