What are template versions?

Focus:  The focus of this self-help article is to provide steps and information about PandaDoc template “versions”.

What are template versions?: Versions are a way to keep track of multiple variations of the document. When you “edit” and upload a new document. You can download the old version to be used again.

Please note: For this self-help document we will be explaining versions while “uploading a new document”.

Step 1:  Open an existing document, click on “Edit” on the right. Upload a new document.

Step 2: Using Versions. Once you have the finished uploading the new document, click on “More…”, then “versions”. You will now see that you can download the new version to PDF or you can download the first version of the document to a PDF file.

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