Which Editor version do I have? 

To better support the evolving needs of our customer base, we created a new version of PandaDoc. PandaDoc Editor 2.0 was designed to make creating professional-grade documents easier than ever. We are gradually opening up access to new and existing users.

Since we are phasing the rollout of the new Editor, PandaDoc currently supports two different versions of the editor. Here’s how to tell which Editor version you have:

1. Open any document or template
2. If you see Content blocks and Fields together in the same panel (on the right), you are in Editor version 2.0
3. If Content blocks are separated from Fields, you are in the Classic Editor.

Should I migrate?

If you are currently using the Classic Editor and are interested in migrating to Editor 2.0, check out the feature parity page here first. Since the two versions are slightly different, it’s important to check that the new Editor supports any of your “must-have” features before deciding to switch your account over. For requests to migrate to Editor 2.0, just email us at support@pandadoc.com so that we could connect you with a product specialist. If you are not the PandaDoc account owner, please CC them in your email and ask to approve the change.