Availability: Business and Enterprise plans
With this feature, you can switch between document/template/content library items/form versions and view previous versions.
When is a version created?
After you opened a document, edited it, and closed it
When a document is sent
When a document is restored
When a suggestion added to a document is accepted
When redlining process is finalized
Multiple users are editing simultaneously and one of them exits the document, the document version before they closed the document is saved. When the next user exits the document, another version is saved, etc.
View previous document versions
Open a document, a template or a content library item
Click the ellipses in the top right corner, select “Version history”
PandaDoc will open the current version. Switch between versions on the right to view them
Restore a version
Open a document, a template or a content library item
Click the ellipses in the top right corner, select “Version history”
PandaDoc will open the current version. Switch between versions on the right to view them
Click “Restore this version” when you’ve decided which version to restore
Note:
You can restore a version of a document in Draft status. To edit a sent document select Actions > Edit document, and confirm you wish to edit the document.
Warning:
If you edit a sent document, all signature and initials fields filled out by recipients will be erased to protect the signer from having signed an altered document. Your document will be pushed into the Draft status and you will have to resend it.