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Ideas to Improve PandaDoc: Content Editing & Design

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Include a Version Number in the Document Sequence Number

Regularly we have to update a proposal to a customer who requested a change. The changed document does not reflect it is a new version to the customer. Expand the ability of versioning to include a manual full version change from 1 to 2, 2 to 3. Then include this in the Document Sequence number as v1, v2, v3. This will provide a very clear indication of a version change to the document

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Roger Sagraves shared this idea  ·   ·  Admin →
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  • Ollie Stacey commented  · 

    Really important for us. Would like it as a document variable that starts at 1 and increments each time a new version of the document is 'sent' after being edited.

  • Emily Gould commented  · 

    Ability to use the same sequence number for two documents or add an A, B, C, etc after the same sequence number. I.E. A proposal and its corresponding invoice.