Editor 2.0 is PandaDoc’s latest and greatest editor! The reasons to migrate to Editor 2.0 are endless. A few key reasons are the new design-friendly editor, unlock the latest features, collaborate with team members, and the easy-to-use drag and drop interface. Migrating is SUPER simple but here are three tips to make it even easier.
Delete Old Templates
If you haven’t used your templates or content library items in a while then take some time to delete out-of-date material. This will help ensure that your workspace isn’t cluttered with items that you don’t need so that you can focus on migrating what is important. If you have concerns about deleting them you can always download them and save them in a folder or create a folder within PandaDoc that is for archived items.
Clean Up Your Content Library
Similar to your templates, it’s very important to clean up your Content Library Items so that you can also only focus on migrating items that are most used by your team. Create folders that are easy to share with your CSM or PandaDoc support so that you can migrate what is important. This will also help your team stay organized and only use the most up-to-date information.
Review Our Migration Kits
We want to make sure that you and your team know exactly what to expect when migrating to the new and improved PandaDoc Editor 2.0. Therefore, we created two migration kits that cover everything you need. The first is specifically for Admin Users within your PandaDoc workspace to ensure they have the information they need to help support your team during the transition. The second one is for End Users so that they can easily learn why you have migrated and what the main differences are within the new editor. You can access both of these below:
Taking on a migration project might sound like a lot of work but we are here to help and promise to make it as easy as possible for you! Our customers that have migrated over love the new editor and we know that you will too. For more information or to upgrade your account to Editor 2.0 click here.
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