Here is what I want to do - and I'd love to hear the workarounds to achieve what it seems PandaDoc can not.
I want my team to create a proposal - based on the subsequent conversations, that proposal will likely be edited and re-shared with the client. Then I would like my rep to be able to take the most recently edited version and convert it into a contract, including T&Cs, and send it out to the client for signature.
Sadly, I'm coming to realize, you get one shot with your PandaDoc document, and then you have to essentially keep recreating it -- it's cumbersome and complicated and my team isn't tech-savvy enough to do it.
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