[Classic Editor] Document versions
Note:
PandaDoc's Classic editor is being retired and will be unavailable starting December 1st, 2021. If you are currently using this as your main editor, our team is working to migrate you over to our enhanced Editor 2.0. Please visit our FAQ or contact upgrade@pandadoc.com to get upgraded.Versions are a way to keep track of multiple variations of the document, when you edit a sent document and/or upload a new document (in the case when you create documents via uploading a file like .pdf).
You can download a version for your records.
In this help article we will explain versions for a document created via upload and for a document created in Content Builder.
Versions for uploaded document
Open an existing document, click "Edit" on the right. If the document is in the Sent status, you will see options for “Rearrange Fields” or “Upload a new Source file”. If it's still a Draft, you will see the option to upload a new source file only.
Choose one and make necessary changes.
Once you either changed fields layout or uploaded a new file, click More… > Versions.
You have the option to download a PDF of the new version or the previous one.
Versions for Editable document
Note:
versions of documents created via the Content Builder are available if you edited a document after it was sent.To access versions open the document and click More > Versions. You have the option to download a PDF of the new version or the previous one.
