Pandadoc Release Notes

This month’s newsletter is all about helping you move faster with less effort: smarter writing, smoother quoting, and a more seamless experience for your team and recipients alike.

In the Spotlight

Send PandaDoc agreements from ChatGPT

PandaDoc is now available as a connector in ChatGPT. This allows you to generate agreements and proposals from prompts without ever switching platforms. Instantly apply your PandaDoc templates, insert fields, and send for signature, all in one AI-powered process.

Learn more about PandaDoc app for ChatGPT here

Your built-in writing coach

Quickly improve the clarity, tone, and grammar of your agreements with simple prompts and one-click suggestions. AI-assisted editing works in real time to help you write faster, communicate more clearly, and reduce back-and-forth edits, so your documents get out the door more quickly.

Learn more about AI Assistant here

White glove recipient experience

Your recipients deserve more than just a document, they deserve a great experience. With the recipient inbox, PandaDoc provides a secure, passwordless space where clients, customers, patients, or partners can access documents, manage preferences, and stay organized. It’s a smoother, more modern way to engage with every document you send.

Learn more about the recipient inbox here

Quote Builder does the math for you

Quote Builder makes it easier to build, customize, and send complex quotes. This feature now supports inline editing, CRM field mapping, product bundles, more recipient options, advanced sync with CRMs, and much more — all designed to help you create polished, accurate quotes with ease.

Learn more about the Quote Builder here

Small but Mighty

Sometimes the best updates are the ones you feel rather than see.

Improving KBA accuracy and usability

We’ve upgraded our Knowledge-Based Authentication (KBA) experience to align with trusted industry standards, like LexisNexis-style verification, giving recipients clearer, more relevant questions. This reduces friction and improves completion rates, especially in the kind of regulated workflows necessary for finance, tax, and legal.

Learn more about KBA options here.

Pay by Bank in the U.S.

Collect payments directly from your customer’s bank account, no external gateway required. Pay by Bank allows for secure, low-cost transfers directly within the document workflow. It’s ideal for high-value B2B transactions, helping you reduce fees while keeping payments seamless.

Learn more about Pay by Bank here.

Improved field detection on PDFs

Say goodbye to manual field placement. Our enhanced AI-powered field detection automatically identifies and places fields—like signatures, dates, and text inputs—with greater speed and accuracy. That means faster setup, cleaner documents, and less manual work.

Learn more about field detection here.

Copper CRM is now a native app

Experience a more dependable and efficient workflow with Copper. We have swapped out the Chrome extension for a native PandaDoc application built directly into Copper to provide faster performance and more consistent data synchronization. Plus, you now have broader support across Companies, People, Opportunities, and Leads.

Learn more about the Copper extension here.

PandaDoc Pro Corner

From Signature to Revenue: The Complete PandaDoc Payments Workflow

You've closed the deal… now make sure you get paid. This hands-on workshop walks you through the full payments journey in PandaDoc, from setting up your payment methods to collecting and tracking payments with confidence.

Register for this live workshop

Signoff

Signoff

As always, we’re focused on making PandaDoc faster, easier, and more powerful — so you can spend less time managing documents and more time getting outside this summer. More updates coming soon 👀

The PandaDoc ChatGPT app is included on all PandaDoc plans at no additional cost. Usage limits for paid plans are not currently in effect. PandaDoc reserves the right to introduce usage limits at any time.

Best,
The PandaDoc Team

Original source

Hey there, productivity champion 👋

Welcome to the Year of the Horse, which is all about bold advancements, speed, and freedom. PandaDoc is following suit with smarter workflows and seamless automation that helps teams move faster without losing control. This month’s PandaDoc updates are packed with things worth getting excited about. From AI that actually gets you to payment functionality you can trust, PandaDoc is even more delightful for you and your recipients to use.

In the spotlight

AI email suggestions

Writer’s block? Not on our watch. Now you can generate personalized email drafts instantly when sending documents. Just pick your tone (friendly, formal, or straight-to-the-point) and let AI do the heavy lifting. It’s like having a really helpful coworker who never needs a coffee break.

AI shortcuts

Your new secret weapon for getting things done faster. With AI shortcuts, you can search, organize, summarize, or track recipient analytics in seconds. These conversational shortcuts turn your most tedious tasks into quick wins, no manual hunting required.

AI data extraction

Let AI do the boring stuff. AI data extraction automatically captures critical contract data (dates, terms, values, you name it) from every new document. Search, filter, and report across your entire portfolio without breaking a sweat. Your spreadsheets will thank you.

Payments for Starter and Free plans

Big news for our early-stage rockstars: We’re bringing full payments functionality to Starter and Free plans via Stripe. Now all PandaDoc customers can accept payments, meaning zero friction with maximum flexibility. Get paid faster, impress clients, and keep your competitive edge sharp.

Small but Mighty

Sometimes the best updates are the ones you feel rather than see.

Enhanced recipient signing experience

We’ve given the signing journey a serious glow-up: mobile-optimized navigation, fewer clicks, clearer guidance, and a sleeker interface. Your document recipients will breeze through signatures like never before. Check out how to enhance the recipient experience with these settings.

Notary: Pre-session ID verification

More control plus more security equals more peace of mind. Signers can now complete identity verification before connecting with a notary, making on-demand notarization sessions shorter, faster, and more efficient. This release covers single-signer sessions, which represent 40% of all on-demand volume.

Notary: Custom digital certificates

Some states, such as Texas and Kentucky, require notaries to use an x.509 digital certificate issued directly to them. If this applies in your state, you’ll need to enable signing with a custom digital certificate in PandaDoc Notary.

Pro Corner

PandaDoc Admin Certification

New to PandaDoc or just want to nail the fundamentals? This comprehensive course walks you through essential setup and configuration. It’s perfect for getting your workspace humming like a well-oiled machine.

PandaDoc Admin Advanced Certification

Ready to become a PandaDoc power user? Go beyond the basics with advanced capabilities that drive efficiency, automation, and revenue growth across your entire organization. Your workspace will never be the same (in the best way).

What’s New in PandaDoc: Template & Document Creation Workflow

We’re hosting our next live, instructor-led virtual training on March 25th at 12:00 PM ET! Learn document workflow best practices, see workflows in action, and get your questions answered in real time. Save your spot and come ready to level up.

On the horizon

Redesigned editor

We’re rebuilding the editing experience from the ground up. It will be faster, simpler, and more intuitive. Expect a smoother performance, better usability, and functionality built to scale with you.

Building documents will be easier than ever

The less time you spend creating documents, the more time you have for the work that actually matters. We’ll be rolling out updates that make it easier (and faster, if you can believe it) to create and send documents in PandaDoc. We’ve reorganized key parts of the platform so that it’s simpler to find what you need and never miss a step.

…And that’s a wrap for Q1!

We’re constantly building, improving, and dreaming up ways to make your work life easier (and maybe even a little fun). Got feedback? Questions? Big ideas? Submit them to the PandaDoc Idea Portal →

Original source

PandaDoc CRM integration guide: Connect to Salesforce, HubSpot, and Pipedrive without Zapier

Author

Keith Rabkin Keith Rabkin President of PandaDoc

Let’s start with the most important question: can I use PandaDoc with my CRM?
The short answer is, yes!
With PandaDoc, you can integrate directly into top platforms like Salesforce, HubSpot, and Pipedrive. The best part? No Zapier required.
With our integrations, you can bring all of your CRM data into PandaDoc templates easily, allowing you to create professional documents in just a few minutes. You can also track their progress without switching between tools. That’s because PandaDoc keeps your document workflows fast, accurate, and connected to the systems you already rely on.
In this guide, we’ll cover which CRMs are supported, how the integrations work, and why they matter for your sales and marketing teams.

Why direct CRM integrations matter (vs. using Zapier)

Zapier is great for connecting apps without having to code, which is why a lot of teams use it to automate their routine tasks. But when it comes to CRMs and document workflows, Zapier might not be the best way to go.
For example, every Zap makes your tech stack more complex, and if something breaks, troubleshooting can take up valuable time and slow your sales process. Zapier connections also tend to handle more basic data transfers instead of complex functionality, like real-time document tracking or automated triggers when a contract is signed.
Native integrations, on the other hand, offer better long-term stability and access to features geared specifically for sales and marketing workflows. This is because they are built and supported by the CRM and PandaDoc.
These kinds of direct connections sync your data for a smoother, more intelligent system that helps you manage deals and documents in one place.

PandaDoc + Salesforce integration (no Zapier needed)

The PandaDoc Salesforce integration was designed for your teams to live inside Salesforce every day. It’s available through Salesforce AppExchange, and makes it easy for you to generate, send, and track your documents directly within Salesforce. This means your sales reps don’t have to leave their primary workspace.
When you install it, the integration will let you sync Salesforce contacts, opportunities, and data fields right into our PandaDoc templates. This means you can create proposals and contracts in a few clicks by auto-filling from your Salesforce records. All interactions are tracked, meaning you’ll see when a prospect opens, views, or signs any document.
Key benefits include:

• Auto-fill documents with Salesforce data for fewer manual entry errors
• Track document engagement right inside the Salesforce timeline
• Trigger Salesforce workflows automatically when documents are signed
  If your sales team handles high volumes of opportunities, this integration ensures that you don’t miss anything and your pipeline keeps moving forward.

PandaDoc + HubSpot integration (no Zapier needed)

Let’s say HubSpot is your CRM of choice. In that case, PandaDoc integrates seamlessly through HubSpot Marketplace. You can merge data from your deals, contacts, or companies into PandaDoc templates. Plus, native integration means you can manage your entire document process without ever having to leave HubSpot.
You can also add PandaDoc document creation and tracking into your HubSpot workflows so that documents are automatically sent at key stages of the buyer journey. This means that when a deal reaches the proposal stage, for example, a PandaDoc draft can be made immediately with any relevant HubSpot data already pre-filled.
Pretty simple, right?
Key benefits include:

• Auto-fill proposals and quotes with HubSpot deal info
• View document status (sent, viewed, signed) directly in HubSpot
• Automate follow-ups, tasks, or emails based on document activity
  Marketing and sales teams that want to align on lead nurturing and deal closing find this integration especially useful. All handoffs are smooth, and every customer touchpoint is personalized for a better experience.
  Want a refresher on CRMs? Here’s our complete guide to CRM systems.

PandaDoc + Pipedrive integration (no Zapier needed)

Your team might use Pipedrive for its simple, visual pipeline management. In that case, PandaDoc’s Pipedrive integration, available through Pipedrive Marketplace, would be the way to go. Like the other integrations mentioned earlier, you can connect your accounts and start creating PandaDoc documents from within your Pipedrive dashboard in just a few clicks.
It automatically pulls contact and deal info into PandaDoc, which allows reps to draft quotes and proposals quickly and accurately. All documents are tied to the right deal, meaning your pipeline stays organized and up-to-date.
Sales reps are also able to track engagement metrics, like opening or signing a document, without having to jump between different tools.
Key benefits include:

• Send proposals and quotes faster with pre-filled deal data
• Monitor document activity directly from Pipedrive
• Keep momentum high and close deals faster with fewer clicks
  Small to mid-sized teams will find that our Pipedrive integration brings enterprise-level efficiency without the process getting too complex.

Streamline your CRM and document workflows

You don’t need Zapier or manual workarounds when you take advantage of PandaDoc CRM integrations. If you’re using top CRMs like Salesforce, HubSpot, or Pipedrive, you can connect PandaDoc directly to your platform to create, send, and track your documents.
This means more accurate proposals, fewer delays, and smoother handoffs between your teams.
Check out our integration support resources to get started connecting PandaDoc with your CRM.
Want to see PandaDoc in action? Request a free demo today.

FAQ

• Does PandaDoc have a CRM?
• Does PandaDoc integrate with Salesforce?
• Does HubSpot integrate with PandaDoc?
• How do I set up PandaDoc CRM integration for my business?

Author

Keith Rabkin Keith Rabkin President of PandaDoc
Keith has been working in technology organizations for the past 15 years and is currently the Chief Revenue Officer for PandaDoc. Prior to this, he had roles leading Growth for Adobe's Digital Media business, Gmail, YouTube, and Google Fiber.

Original source

In the spotlight

Security and compliance at PandaDoc

Your documents shouldn’t lose protection the moment they move between systems. PandaDoc keeps every agreement secure — at every stage, for every user, across every industry. From creation to signature to storage, every layer of protection is connected and consistent. With PandaDoc, security isn’t added on top — it’s built right in.

Explore PandaDoc Security & Compliance

Relive the highlights

It’s been a year of breakthroughs. From compliance capabilities to AI-powered workflows, see how we’ve transformed document management in 2025.

Read our year in review

Small but mighty

MCP Server: Your AI agents, now PandaDoc-powered

Turn natural language into signed agreements with PandaDoc’s Model Context Protocol (MCP) server. Connect tools like Cursor, Windsurf, or Claude Desktop to get AI-powered code assistance and automate agreement workflows with simple prompts like “create a sales proposal for Acme at $25,000/year and send for signature.”

Learn how to use the PandaDoc MCP server

Stripe invoicing

PandaDoc now supports automated invoicing in Stripe, giving you a seamless way to generate Stripe invoices when a document is completed. This is especially useful for companies that require formal invoices for compliance, accounting, or customer expectations.

Enable Stripe invoicing in PandaDoc

Pro corner

API-automated SDK generation

We have a major API/SDK upgrade to improve the developer experience and accelerate integrations for our partners and customers! Our API team has built an automated process that generates SDKs directly from our OpenAPI spec. That means every time we release a new API feature, our SDKs automatically update across multiple languages. It’s faster, cleaner, and always current.

Explore the new auto-generated SDKs

Course – Essential PandaDoc Skills for Sales Professionals

Master PandaDoc’s complete sales workflow — from workspace setup and document creation to approvals, payments, and analytics — to streamline your process and close deals faster.

Start the Essential Skills Course

Beyond the Basics: Smart Quote Design & Payment Workflows Class Recording

This hour-long, instructor-led session covers advanced PandaDoc features like dynamic pricing tables, conditional content, and payment integrations through live demos and Q&A.

Catch the recording

In the news

2025 was a big year for PandaDoc and our customers. We are honored to currently serve over 60,000 organizations globally, helping accelerate document workflows and automate proposal, contract, and e-signature processes. This year, PandaDoc was also awarded the following G2 badges:

• G2 Best Software (Top 50/Top 100) badges for 2025
• Grid® Leader badges in E-Signature, Proposal, Contract Management, Document Generation, and CPQ at global, regional, and enterprise levels
• Numerous “Leader” badges in niche categories (e.g., E-Signature API) and local grids
• Frequent seasonal (Winter, Summer, Fall) badge refreshes for all major product and feature pages, paid advertising, and social media
• These badges reinforced PandaDoc’s leadership across all major G2 categories and played a central role in brand trust and market positioning throughout the year.

…And that’s a wrap

As 2025 comes to a close, we want to thank you for being part of the PandaDoc community. Your feedback, your wins, and your ambitious goals drive everything we build.

Here’s to closing out the year strong,

The PandaDoc Product Team

Original source

In the Spotlight

Introducing the 2025 PandaDoc Signature Award finalists

Every year, we’re amazed by how our customers transform their businesses with PandaDoc.

This year’s Signature Award finalists have cracked the code on everything from scaling rapid growth to streamlining complex approval chains.

These aren’t just success stories — they’re blueprints for what’s possible when document processes actually work for you instead of against you. We’ll be sharing their strategies and wins throughout the month.

Discover their innovations

Small but Mighty

QES Multi-Signer support: Because approvals are rarely solo acts

Complex deals need multiple signatures, and now Qualified Electronic Signatures (QES) handles them seamlessly. Add multiple signers while maintaining the compliance and security standards your business requires. Plus, expanded Identity Provider (IdP) support gives you more control over recipient verification. This means fewer bottlenecks, faster approvals, and the same bulletproof compliance you expect from QES.

Explore QES capabilities

21 CFR Part 11 compliance: Audit-ready from day one

Life sciences and regulated industry teams can now meet FDA requirements without sacrificing workflow efficiency. Our 21 CFR Part 11 compliance ensures every signature, edit, and approval maintains audit trail integrity automatically.

No more third party tools or workarounds — this is built right into your PandaDoc workspace for you.

See compliance in action

Pro Corner

Master PandaDoc with Office Hours

Whether you’re optimizing existing workflows or exploring advanced features, our live Office Hours sessions connect you directly with PandaDoc experts.

Get personalized guidance, discover hidden capabilities, and ask the questions that will unlock your team’s next level of productivity.

These aren’t one-size-fits-all webinars — they’re focused problem-solving sessions designed to help you maximize your PandaDoc investment. So be sure to register for the class topics most relevant for you and your team.

Join the next session

On the Horizon

Redesigned editor: Document creation, reimagined

We’re rebuilding our document editor from the ground up. Faster performance, cleaner interface, and intuitive controls that make document creation feel natural. Every click, drag, and edit will be smoother and more responsive.

Workflow Builder with Code Step: Automation without limits

Custom business processes deserve custom automation. Our upcoming Workflow Builder with Code Step lets you design workflows that match exactly how your business operates — not the other way around. Connect any system, trigger any action, and eliminate manual handoffs for good.

Sender-Recipient Forms: One form, two perspectives

Soon you’ll create forms that work for both sides of the transaction. Senders can configure what they need, recipients can provide what’s required, and everyone stays in sync throughout the process. No more back-and-forth emails or missed information.

…And that’s a wrap

Eliminate the friction that slows deals down — from multi-signer compliance and audit-ready processes to recognition for teams doing exceptional work. And with our editor redesign and advanced automation features coming soon, we’re building toward a future where document management can actually accelerate your business instead of holding it back.

Have ideas for what we should build next? Share your thoughts on UserVoice — your feedback directly shapes our roadmap.

Here’s to your (continued) success 🙌

Join the PD Community

—an invite-only group for RevOps/Sales Ops champions. Get tailored content, direct access to our product & exec team, early betas, exclusive events, and swag.

Looking for fresh ideas to uplevel your revenue strategy? Check out our latest RevOps Playbook post on LinkedIn. While you’re there, give us a follow to stay connected with more tips, updates, and stories from the PandaDoc community.

Original source

Sales efficiency isn’t just about closing deals faster — it’s about closing bigger, better deals with less effort.

That’s why we’re thrilled to announce PandaDoc CPQ for Salesforce, bringing automated quotes, standardized approvals, and scalable playbooks right where your team already works.

We’ve also released new Room Insights that give you even more visibility into how buyers engage with your content.

And coming soon, our Stripe integration will bring smarter billing and deeper financial insights to help you drive business growth while our enhancements to PandaDoc CPQ for HubSpot will soon include powerful subscription management and payment capabilities.

In the Spotlight

Quotes that close: Bringing CPQ power to Salesforce

PandaDoc CPQ for Salesforce is here, bringing intelligent quote creation right where your team already works. Create pricing rules, automate approval workflows, and eliminate manual errors with guided selling for your reps — all while maintaining a perfect data sync between your quotes and your CRM.

This powerful add-on turns quote management into a strategic advantage, combining clear pipeline visibility with compliant pricing across your organization. Plus, our expert team, not pricey consultants, does the implementation.

Small but Mighty

Turn Rooms activity into action

Introducing Room Insights, a new analytics view that shows you exactly how prospects engage with your content. Track sales room views, task completion, open rates, and content engagement in four easy-to-read charts — no more piecing together audit trails to understand buyer behavior.

Spot buyer interest, anticipate questions, and keep your mutual action plans moving forward with one-click reminders right from your room.

Multiple documents, one clear view

Sending multiple documents together? Now you can see exactly how recipients engage with your document bundles.

Track time spent per page and viewing patterns across your entire document bundle, giving you complete visibility into recipient engagement. Whether you’re sending single or bundled documents, you’ll have the insights you need to move deals forward and speed up contract renewals.

Pro Corner

PandaDoc CPQ for Salesforce: Integration 101

Get your team up and running with PandaDoc CPQ for Salesforce! Our new 45-minute on-demand course is designed specifically for account owners, admins, and managers.

Through expert-guided training, you’ll learn integration setup, automated workflow building, and quote management techniques. Set your team up for success with streamlined processes for creating accurate, customized quotes — all without leaving Salesforce.

On the Horizon

Simplified billing and revenue tracking in Stripe

Get ready for a more powerful Stripe integration. Soon, HubSpot and Salesforce CPQ customers will be able to create group invoices for streamlined payment collection, access detailed usage analytics with metering support, and link CRM deal data directly to Stripe for better revenue recognition.

From simplifying complex billing processes to unlocking data-driven sales strategies and ensuring financial compliance, teams will soon be able to handle the complete quote-to-cash process more efficiently while gaining deeper insights that drive business growth.

Take your HubSpot CPQ experience to the next level

We’re enhancing our PandaDoc CPQ for HubSpot with powerful new capabilities to simplify your quoting and billing process. Soon you’ll be able to configure complex product bundles while creating quotes, manage subscriptions directly in HubSpot with our Stripe billing integration, and modify offers with flexible payment plan updates, including proration capabilities.

These enhancements will work together to eliminate manual errors, improve efficiency, and allow you to manage your entire quote and billing lifecycle without ever leaving HubSpot.

…And that's a wrap

From automating complex quotes in Salesforce to gaining deeper insights into buyer engagement, these updates are designed to help your team work smarter and close more deals with confidence.

And with enhanced billing capabilities on the horizon, we’re committed to making your quote-to-cash process even more seamless in 2025.

Here’s to closing bigger deals together 🙌

Original source

Recurring billing is no longer a complicated process, thanks to PandaDoc’s subscription payment solutions powered by Stripe.

Whether you’re new to subscription management or looking to enhance your recurring payment tools, PandaDoc simplifies subscription billing by integrating it seamlessly into your document workflows.

Best of all, these features are available across Business and Enterprise plans helping businesses of any size streamline payments and improve cash flow.

What is subscription payment software and why do you need it?

Subscription payment software automates recurring billing, ensuring your business receives payments on time without manual intervention.

For businesses using PandaDoc, subscription billing is integrated directly into the tools you already use for proposals, contracts, and agreements.

While platforms like Conga and ChargeOver focus solely on subscription billing, PandaDoc differentiates itself by combining document automation with powerful payment tools.

This means you can handle the entire customer lifecycle — from signing contracts to collecting payments — all in one place.

Why PandaDoc?

• Built-in document automation streamlines workflows.
• Subscription management is accessible across all plan tiers.
• Stripe’s secure integration guarantees smooth, reliable payments.

PandaDoc for subscription payments

PandaDoc stands out with its focus on combining payments with document automation. Here are the features that make it a top choice:

1. Recurring payments powered by Stripe

PandaDoc has partnered with Stripe to provide users with secure,easy-to-use payment processing.

With Stripe, you can confidently manage subscriptions and offer customers a smooth payment experience.

Learn more about using Stripe with PandaDoc.

2. Real-time payment tracking and updates

Monitor subscriptions, track payments, and receive real-time updates within the PandaDoc dashboard.

This feature reduces the time spent on manual tracking and improves transparency.

See also

Collect payments, track transactions, and get paid faster — introducing the new PandaDoc Payments

How to get started with subscription billing on PandaDoc

Getting started with PandaDoc’s subscription billing tools is easy. Follow these steps:

Set up a Stripe account

Visit Stripe and create an account or connect an existing one. Then link Stripe to your PandaDoc account in a few clicks.

Add recurring payment options to templates

Customize your PandaDoc templates to include recurring payment options for customers.

Send documents and automate billing

Deliver contracts, proposals, or invoices that seamlessly integrate recurring payments. PandaDoc automatically handles the rest, from collecting payments to tracking them.

For a detailed guide, check out our support article on recurring payments.

How PandaDoc stacks up against leading platforms for subscription management

When comparing PandaDoc to other subscription payment software tools, one key advantage stands out: PandaDoc’s ability to combine document automation with recurring payments.

This integration makes PandaDoc an all-in-one solution for businesses relying on document workflows.

Feature comparison table:

Feature | PandaDoc | Conga | Recurly | ChargeOver
Document automation | ✓ | X | X | X
Recurring payment integration | ✓ | ✓ | ✓ | ✓
Real-time payment tracking | ✓ | ✓ | ✓ | ✓

Key takeaway:

PandaDoc isn’t just a payment tool — it’s a complete workflow automation platform.

By integrating subscription billing into your document processes, PandaDoc eliminates the need for juggling multiple tools, saving you time and money.

Why choose PandaDoc for subscription billing?

PandaDoc offers more than just payment processing — it delivers an all-in-one document workflow and subscription management platform. Here’s what sets us apart:

• Affordability: Features are included across Business and Enterprise plans, making it accessible for SMBs and enterprises alike.
• Ease of use: An intuitive interface makes setup and daily management simple.
• End-to-end solution: From sending documents to automating payments, PandaDoc covers it all.

Ready to simplify subscription billing?

Take your recurring payments to the next level with PandaDoc’s Stripe-powered subscription billing solutions.

Watch our demo to learn more.

Check out our detailed support guide.

Start your journey with PandaDoc today and experience the benefits of seamless subscription management for your business!

Original source

Create

We made it easier to build documents that work with the rest of your stack

Your books stay clean

Our QuickBooks integration made finance teams very happy. No more manually re-entering contract data into QuickBooks. No more reconciling from screenshots. No more wondering which version of the contract is actually final.

Now the data flows from quote to contract, to invoice to your books automatically. Finance teams have one source of truth and zero manual data entry, exactly how it should be.

Sell

Your CPQ lives inside Salesforce

We launched PandaDoc CPQ for Salesforce in Q1, and it changed the game for a lot of revenue teams.

Here’s what we heard for years: “I love PandaDoc, but my reps live in Salesforce. They don’t want to jump to another tool. They don’t want to copy data. They just want to create a quote and get back to selling.”

Fair point. So we built CPQ that lives natively in Salesforce. Your reps answer a few questions about the deal — company size, product mix, term length—and PandaDoc generates a quote that matches your pricing rules, margin requirements, and approval workflows. No tab-switching, no copy-pasting, no hunting down the latest pricing spreadsheet, it all happens in Salesforce.

PandaDoc CPQ came to Pipedrive

After launching CPQ for Salesforce, we knew there were thousands of teams running incredible businesses on Pipedrive who deserved the same experience.

So PandaDoc CPQ for Pipedrive brought that same native, integrated quoting magic to Pipedrive users. No more spreadsheets pretending to be CPQ. No more duct-taped workflows. Just clean quoting, real-time data sync, and pricing rules that actually enforce themselves.

If you’re a Pipedrive team, you know how rare it is to find integrations that feel truly native to the platform. But we built this one properly. Because you deserve tools that feel like they belong together.

Securely send and sign

Securely send and sign

We added enterprise-grade security that’s actually intuitive, fast, and simple to use.

High-stakes signatures that don’t slow you down

Our QES multi-signer brought Qualified Electronic Signatures to documents involving multiple stakeholders. Think: real estate transactions with five parties, corporate contracts needing sign-off from legal, finance, and executives or deals where “click to sign” just isn’t enough and you need genuine, verifiable, high-assurance signatures.

Life sciences teams can finally modernize their process

21 CFR Part 11 support opened doors for life sciences and healthcare organizations to bring their compliance-heavy documents into PandaDoc while meeting FDA regulatory standards.

For years, these teams relied on outdated systems that couldn’t keep pace with modern workflows. Now they can use contemporary document software while maintaining full regulatory compliance. Clinical trial documents, lab protocols, regulatory submissions—all in PandaDoc, all compliant, all faster than before.

Track and report

We gave you visibility into what’s actually happening with your documents.

Actually see what’s happening in your Deal Rooms

Rooms Insights gave revenue teams something they’d been asking for forever: visibility into what’s actually happening inside your shared deal spaces.

You know that feeling when you send a proposal and it just… goes quiet? You’re sitting there wondering, “Did they open it? Did they share it with their team? Are they ghosting me, or are they in internal meetings talking about it?”

Now you know. Rooms Insights shows you who’s looking at what, how long they’re spending on each page, who they’re sharing it with, and where they’re spending the most time. It’s like having X-ray vision into your pipeline.

Document analytics that drive strategic decisions

Document Insights gave GTM and RevOps teams clearer engagement data.

Not just “document viewed” timestamps — real insights. Where are people dropping off? Which sections are they reading three times? Where’s the friction in your workflow? When should someone from your team step in to help close the deal?

This is the kind of data that helps you fix your process, improve your templates, and close more deals.

Getting your business paid

We closed the gap between signed contracts and actual revenue.

You can finally get paid without the awkward back-and-forth

Here’s something nobody talks about: a signed contract is great, but it’s not revenue. Revenue is when the money actually hits your account.

This quarter, we focused on closing that gap.

Recurring payments with Stripe made subscriptions and retainers way easier to operationalize. You set it up once, and it just keeps working. No more manually creating invoices every month. No more chasing down expired credit cards. Just reliable, automated revenue.

Backup payment methods meant fewer failed payments and fewer awkward “Hey, your card was declined” emails. Your customer adds a backup card, and if the primary one fails, the backup kicks in automatically. Everyone’s happier, everyone gets paid.

Stripe invoicing rounded out the payments picture. Clean, professional invoices that connect directly to your contracts and automatically sync with your accounting system.

Invoicing isn’t glamorous. But getting paid reliably, on time, without drama? That’s deeply satisfying. So, that’s what we built.

API

We gave developers better tools to build on PandaDoc.

Developers got more flexibility

We expanded our API endpoints throughout Q2, giving developers more flexibility to build custom integrations, automate workflows, and connect PandaDoc to their unique tech stack. If you’re the person who builds the internal tools that make your company run, this was for you.

Integration got even easier for developers

API automated SDK generation made life easier for developers who integrate with PandaDoc. No more hoping the documentation is up to date. No more months of custom plumbing. Just clean, modern tooling that generates SDKs automatically and works the way you’d expect.

If you’re the person who builds integrations at your company, this one’s got you covered.

On the horizon

AI that goes beyond the status quo

AI was everywhere in 2025. Almost every company had an AI announcement… but most of them overpromised and underdelivered.

We’re taking a different approach. Instead of building another chatbot that gives suggestions, we’re building an execution layer. AI that actually creates documents, populates data, and routes workflows.

AI shortcuts in PandaDoc will let you draft, refine, and adapt content directly inside your documents. Need to make your proposal more formal? Done. Want to translate it for an international client? Done. Have to adapt your standard contract for a weird edge case? The AI will understand your template structure and help.

It’s like having a smart colleague who never sleeps and has memorized every document you’ve ever created.

This is currently in Early Access Program, with our full release coming in 2026 to a PandaDoc platform near you.

The receipts: what everyone else said about us

We shipped a lot this year, and there are more exciting things to come! But what matters more than what we think is what you think — and how the thousands of other teams using PandaDoc every day feel about us.

This year, PandaDoc earned a staggering number of G2 badges:

• G2 Best Software awards (Top 50 and Top 100) for 2025
• Grid® Leader badges in E-Signature, Proposal Software, Contract Management, Document Generation, and CPQ at global, regional, and enterprise levels
• Leader badges in niche categories like E-Signature API
• Seasonal badge refreshes (Winter, Summer, Fall) across all major product pages

Those aren’t just trophies for our office wall. They’re signals that what we’re building is working for real teams with real stakes. That the late nights debugging edge cases mattered. That the customer feedback we incorporated made a difference.

So thank you, seriously. Your reviews, your feature requests, your “Hey, what if PandaDoc could…” messages shaped this roadmap more than any internal brainstorm ever could.

What this all means for you

If 2024 was about proving PandaDoc could power your entire quote-to-cash journey, 2025 was about making it feel effortless.

We built CPQ that lives in Salesforce and Pipedrive. We added high-assurance signatures that don’t slow you down. We made payment workflows automatic instead of something you had to chase down. We’re bringing AI into your documents in ways that will actually help. We gave you visibility into your deals. We made the whole experience cleaner, faster, and more reliable.

We did all this not because we’re obsessed with features, but because we’ve sat in way too many meetings that could have been avoided if the tools just worked better. Because we’ve seen too many deals delayed by preventable friction. Because we believe the operational work — documents, workflows, getting paid — should be so smooth that you can focus on what actually matters.

Thank you for trusting PandaDoc with the documents that move your business forward.

If you’re already using these capabilities, we’d love to hear how they’ve changed your average workday. What’s working? What could be better? What should we build in 2026?

And if you’re still running parts of your process on spreadsheets or makeshift solutions, maybe now’s the time to see what a fully connected PandaDoc setup can do.

Explore what’s new in PandaDoc or talk to our team about bringing these upgrades into your stack.

Here’s to fewer broken workflows, more closed deals, and making 2026 even better.

—The PandaDoc Team

Original source

CPQ, also known as Configure, Price, Quote, is a software used to help sales and revops teams generate fast and accurate quotes for complex products and services.

Here at PandaDoc we are proud to announce we have the first and only native CPQ solution for HubSpot.

HubSpot’s CRM integrates with PandaDoc so you can access all your vital information in one place without ever having to switch between apps.

Sound too good to be true? We assure you, it’s not.

Read on for a walkthrough of how it works, peppered with real-life customer testimonials attesting to its powerful efficacy for their business needs, and why they’re never going back.

Fun fact: You can save 120 hours of manual labor each month by using HubSpot CPQ Integration. Here’s how HAAS Alert did it.

Key takeaways:

• CPQ can boost your revenue and cut down on time previously spent on lengthy admin tasks such as reviewing proposals and updating information in your billing/invoicing platforms for accuracy.
• Using the best CPQ practices, you can simplify and automate the sales process and quicken the quote-to-close sales cycle.
• You have the power to improve the buying experience with fewer fulfillment issues and clearer, more consistent pricing for buyers
• Our newly improved CPQ solution and guided selling tools are fully integrated with our Rooms, eSignature, and Payments apps directly within HubSpot, so you never have to leave the app.

What is PandaDoc CPQ for HubSpot?

What is PandaDoc CPQ for HubSpot?

When it comes to selling complex or intricate products and services, having a CPQ implementation is a must.

CPQ software will help you to reduce pricing errors while simultaneously improving the customer experience. Win/win, right?

With PandaDoc CPQ for Hubspot, you can accelerate the process of creating custom quotes via a custom rules engine.

For example, you can automatically include add-ons based on selected products, thus automating your ability to upsell customers.

You can also automatically apply discounts, incentivizing buyers to extend the duration of their contracts.

Or you can update the quantity of all other line items automatically when increasing the number of selected products.

CPQ software allows your sales team to have real-time quote accuracy based on a variety of factors.

It works via a custom playbook that you create for determining pricing rules, which automatically generates quotes from behind the scenes using data from the deal within Hubspot.

Company size, product bundling, discount rules, etc. can all be used in your custom logic statements based on your product catalog.

With PandaDoc’s embedded experience with Hubspot, you can automatically align deals with pre-defined templates, pass the quote into the document, edit it, and send it for signature all from within the Hubspot application.

The faster sales cycle can help you cross-sell, upsell, generate more customer renewals and increase your overall revenue.

Who wants to spend more time than necessary on admin when your team could be focused on selling?

Not us. We know how important it is to move along, while keeping everything smooth and accurate.

See also

What is CPQ (Configure, Price, Quote)?

Take it from someone who’s been there, done that:

"In one day I can easily have six or more sales calls that need a proposal. Typically I’d wait until the end of the day to send them out. With PandaDoc, I can enter call details into HubSpot, create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes. I no longer need to compartmentalize my sales tasks. This exact process previously would’ve taken me at least an hour per proposal." Matt Nyman, Client Success Manager at HPC

Why PandaDoc CPQ and HubSpot belong together like peanut butter and jelly

Hungry for more sales in less time? We are, too.

That’s why we paired up with HubSpot to give you the ultimate, revenue-boosting experience. They’re the peanut butter to our jelly.

Integrating CPQ with your HubSpot CRM takes things to the next level. PandaDoc CPQ for HubSpot is the only natively integrated end-to-end workflow tool within HubSpot. Without leaving HubSpot, you can configure, price, and quote complex product catalogs.

HubSpot already connects with core PandaDoc tools, like eSignatures and payments, so you can go from proposal to deal-closing quickly, accurately, and professionally.

Take it from someone who's been there, done that, and seen the results.

“We have done this process with over 150 clients. There’s no way we could have done it this year if we hadn’t streamlined it with the PandaDoc integration.” Pete Nicholls, Founder, HubDo

What exactly makes this sandwich so delicious? Well, we took the time to listen to our customers and carefully choose the best ingredients possible.

With PandaDoc CPQ for HubSpot, users get:

• Automatic document creation and two-way data syncing from HubSpot to PandaDoc. Easily create and customize documents for your needs, cutting down on manual data entry. With the connection to HubSpot, you can ensure all customer information and data are up-to-date and accurate.
• Generate quotes and proposals easily with PandaDoc’s library of over 1,000 templates. Your sales team can select a template and easily customize it based on your quote from directly within Hubspot. Smart content syncs with whatever plan is selected so that you can include custom text and page elements from your content library to dynamically match your quote.

Having a clean-cut proposal can make or break the user’s buying experience. One step further, with PandaDoc CPQ for HubSpot your sales team gets valuable insights on how customers interact with proposals.

Want intuitive and automated quote creation?

PandaDoc CPQ is the only Guided Selling solution natively integrated into HubSpot Sales Hub.

Request a demo

Improved workflows come second-hand with our HubSpot integration. Edit your proposal template and send your documents for signature directly within Hubspot.

After the document is completed, the deal size, product information, etc. syncs automatically with your Hubspot data so there’s no need for manual updates.

PandaDoc CPQ offers real-time analytics, including alerts such as payment reminders, notifications, buyer engagement tracking, audit trails, and sales team performance reports so businesses can track and measure impact.

When it comes time for payment, we’ve made it easy on you, and your client.

Simply connect your preferred payment tool like Stripe or Square.

Knowing that you can trust the automation from your sales proposal to your CRM, you can now automate fulfillment knowing that there are no errors in what is being pushed directly to your invoicing software.

“We got started with PandaDoc, primarily for contract, NDA, and other signatures. Now it is a critical part of our sales process. We can go from LP conversion to a signed customized proposal in under 15 minutes. While I am on a qualifying call, I stitch together a proposal doc that includes cover sheet, cover letter, PLUS specialized case studies that fit their specific needs, along with an executable contract. It’s a great way to demonstrate speed and accuracy to a prospect, the eSignature functionality makes it fast and easy for customers to sign.” D. Sullivan.

"Upgrading our subscription to take advantage of PandaDoc CPQ for HubSpot has been well worth it. I had tried other CPQ options and they were all subpar. I’m super happy with our choice and can’t stress enough how much we needed this solution." Emerson McCuin, Director of Revenue Operations at HAAS Alert

Hungry for more PandaDoc CPQ for HubSpot benefits?

Ask, and you shall receive! We’ve whipped up a couple more features, benefits, and real-life happy customers for you.

1. Advanced rules engine

PandaDoc's CPQ update now incorporates an advanced rules engine that guarantees adherence to pricing policies.

By offering better control over discounting, price conditions, and product bundling, this benefits RevOps teams with more accurate and compliant quotes.

1. Guided selling

RevOps teams can now use a new guided selling feature, which is powered by an intuitive workflow builder, to assist sales reps with complex product configurations.

This feature streamlines sales by suggesting bundles, discounts, or configurations tailored to customer needs.

1. End-to-end sales solution embedded in HubSpot

With complete integration, PandaDoc's CPQ solution becomes a natural extension of HubSpot, including Rooms, eSignature, and Payments.

This end-to-end solution is designed to meet the specific needs of SMBs, providing comprehensive support throughout the sales cycle. Unlike other CPQ providers, it takes into account the unique pain points faced by SMBs.

See also

CPQ implementation: Your step-by-step guide

1. Future vision: Towards quote-to-cash & additional CRM integrations

Although PandaDoc’s current CPQ doesn’t yet include full quote-to-cash capabilities (such as billing and subscription management), we have laid out plans to move toward this in 2025.

For now, the CPQ tool focuses on automating quoting and payments, with subscription management on the roadmap.

Not using Hubspot? You can still benefit from all the features listed above without them being directly embedded into your CRM.

But we are excited to announce that we will be rolling out an embedded experience for guided selling within all major CRM platforms one by one, so stay tuned!

“With PandaDoc we can put together a proposal in minutes that would have previously taken us at least an hour or two. PandaDoc saves us over 90% of time, easily.” Pete Nicholls, Founder, HubDo

Save time, close sales

With a vast template library and all your tools integrated into one place, there’s no limit to what you can achieve.

Get a demo

For dessert, let’s throw in a few more rave reviews

"I can’t express enough how transformative PandaDoc has been for our sales team. Prior to fully utilizing all features, our proposal process hindered the sales team’s efficiency. With the capabilities of PandaDoc at our fingertips, we’ve automated manual tasks that used to consume our resources. I genuinely love PandaDoc for not only enhancing our efficiency but also for empowering us to achieve our growth goals." Natália GažiováSales, Operations Specialist at Luigi’s Box

Join 10,000+ companies using PandaDoc CPQ for HubSpot to streamline the sales process and build better relationships

We’ve served up a lot of tasty information in this article. Though we hope you’re full (of information and eagerness), we hope you still have an appetite for more.

PandaDoc CPQ for HubSpot is the start of a new and improved work process for not just your sales team, but other departments within your business as well.

When you’re ready, contact us to get started.

Frequently asked questions

Can I use PandaDoc CPQ if I do not have Hubspot?

Yes! Rules are not CRM-specific specific. To utilize quoting rules in PandaDoc, it is not necessary to have it embedded in CRM to leverage all the new capabilities.

Within PandaDoc, you can also set up quoting rules in a proposal template that pull in logic from your product catalog into the quoting process.

Can templates be re-used / used simultaneously for different pricing rules within CPQ?

Yes! You can assign different templates for different playbooks, each based on their own unique rules.

Will PanaDoc CPQ for Hubspot become available for other CRMs?

Yes! Salesforce is next on the roadmap at the. Other CRMs will have the same embedded experience for guided selling. They will be added one by one, so keep a close eye on our integration updates as they roll out in 2025!

Disclaimer

PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not intended to and does not provide legal advice. Should you have legal questions on the validity of e-signatures or digital signatures and the enforceability thereof, please consult with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

Original source

In the Spotlight

Give your business room to grow

We're thrilled to be throwing open the doors to PandaDoc Rooms — your new home for proposals, contracts, presentations, and any other assets that keep your business humming.

Rooms are ideal collaboration hubs where you can organize and share resources, work with your customers, negotiate deals, and even enjoy a few snacks. (You provide the snacks. We'll sweep up afterward.)

A simpler approach to payments

There's getting paid, and then there's getting paid with ease. Our new one-stop solution lands squarely on the efficient side of the ledger by connecting your agreements and contracts with your payments.

You'll turn quotes into cash, you'll minimize costly errors and awkward follow-ups, and you'll send your bottom line rocketing toward the top.

Small but Mighty

May the Salesforce be with you

If there's a Salesforce user who wouldn't want to use a two-way, real-time sync to help update and manage their opportunities, it's news to us. Also in today's popular-CRM headlines, writ large: Our Salesforce sync has arrived!

It's embed-time for your documents

In a perfect world, you'd be able to upload a PDF or Docx file to PandaDoc, add all the fields you want, then send it as a PandaDoc document from your own platform. Well, your document world just got a bit more perfect: Embeddable documents are here.

On the Horizon

💌 New webinar! Mastering Deals: Before, During, and After

Idle hands have never been part of the PandaDoc picture — we're constantly building a better product for you. So join us for our next What’s New in PandaDoc webinar as we introduce you to upcoming improvements designed to help automate your proposal process even more!

Mastering Deals: Before, During, and After

June 5, 12pm Eastern

Our product experts are excited to show how you can uplevel your PandaDoc proficiency and close more deals in less time. We'll lead you through the full proposal process, from creating an initial quote to securing payment — all from your CRM.

That’s a Wrap

All this is just a taste of what we’ve been working on to help you smooth out any kinks in your document workflow.

As always, we’d love for you to help shape PandaDoc by sharing your lightning-bolt product ideas with us on UserVoice.

Original source

In the Spotlight

Boost your HubSpot efficiency

Raise your hand if you like saving time. Now raise your hand again if you use PandaDoc with HubSpot.

Good news!: Our two-way, real-time HubSpot sync is here to help you update and manage opportunities using quote builder, field, and pricing table data. The arm exercises are simply a bonus.

Create documents from forms — quickly and easily

You've just collected boatloads of data from customers — nicely done.

Next, why not fire up our Smart Forms add-on to auto-populate all that freshly gathered data throughout a document your customers can sign on demand?

Small but Mighty

PandaDoc + Greenhouse = Offer letter cultivation

Is it heating up a little in here? Actually, it is. Step inside our new Greenhouse integration to create, send, sign, and store all your offer letters in a single, temperature-controlled place.

PandaDoc + Pipedrive = Fewer opportunity clogs

As if our HubSpot two-way sync isn't enough, our new Pipedrive sync has arrived to help you update and manage opportunities within this popular CRM with style and ease.

Pro Corner

Visual learners: We heart you

Don't touch that remote, because we've added three new interactive videos to our ever-growing archive of learning tools.

Get walkthroughs of popular PandaDoc features such as variables, templates, and documents from HubSpot, and — here's the interactive part — test your knowledge along the way.

On the Horizon

🤑 Payments, done smoothly

Interested in a dedicated home for all payment requests associated with your PandaDoc documents?

Somewhere you can connect your agreements, quotes, and contracts with payments, and even get paid in installments? You're in luck — we're on it.

📦 A new space for your contracts

We're also putting the final touches on a central storehouse where you'll manage all your contracts and their data, with powerful search and reporting features included. But it won’t have that musty storehouse smell at all.

That’s a Wrap

All this is just a taste of what we’ve been working on to help you smooth out any kinks in your document workflow.

As always, we’d love for you to help shape PandaDoc by sharing your lightning-bolt product ideas with us on UserVoice.

Original source

The first month of a new year is no time for idle hands, so today we're excited to highlight a clutch of new and upcoming features.

From the arrival of two-factor authentication and document sharing via text (SMS), on through recipient groups, installment payments, and a new pair of illuminating live workshops, our 2024 is clearly jumping off to an industrious start.

Here's to another year of document efficiency!

In the Spotlight

Rounding up our biggest recent releases

Share documents via text (SMS)

Limber up your thumbs, because now you can send PandaDoc documents, collect signatures, gather customer data, and manage your document workflow via text (SMS) messaging.

As modern conveniences go, this one may turn out to be up there with the TV remote and robot vacuum.

Hooray for 2FA

Ever feel like only one security factor is no longer enough?

We're with you on this — so we've introduced two-factor authentication (aka 2FA) to further fortify your account.

By adding an identity-confirmation step whenever you sign in to PandaDoc, 2FA helps you keep the bad actors of the world at bay.

Small but Mighty

Lower-profile, yet highly delightful feature updates

Reduce signing time with recipient groups

Our Enterprise customers can now round up a predefined group of recipients, then allow anyone in the group to sign on everyone's behalf — an ideal solution if a key signer is unavailable.

Fittingly, we've dubbed this feature “Recipient groups,” mainly because “Paragon of productivity” is on the overly dramatic side.

Installment payments: Now ready for installation

The next time you or your customers want to split a document's total amount into installment payments, we've got you covered.

You won't find another document software platform offering this solution, and we've not only made it easy to set up, but also super-secure to use via all our usual trusted payment gateways.

Pro Corner

Wisdom-steeped tips on getting the most out of PandaDoc

New live workshops for templates and quotes

Looking to get a stronger handle on creating quotes and templates?

Look no further than our newly introduced pair of live workshops.

In Creating and Designing Templates, we'll guide you through the process of building a template from the ground up, including customizing its content and design.

Building Quotes, meanwhile, will show you how to create spotless, engaging quotes your customers will find irresistible. Sign up today!

On the Horizon

In development and destined for glory

Salesforce and HubSpot sync enhancements

Smoother CRM connections are on the way!

We're readying a raft of improvements that'll help simplify how data gets updated within your Salesforce opportunities and HubSpot deals. Further details coming before long.

Making PandaDoc Forms even better

By providing fillable forms that allow you to capture customer data across virtually any device, then automatically add this data to your documents, we're about to take this popular feature up a few levels.

That's a Wrap

All this is just a taste of what we've been working on to help you smooth out any kinks in your document workflow.

As always, we'd love for you to help shape PandaDoc by sharing your lightning-bolt product ideas with us on UserVoice.

Try PandaDoc today!

Try PandaDoc today!

Create, customize and manage all your documents in one place.

Original source

Since this is our final edition of 2023, it’s only natural that we’re excited to share our year-end review detailing all the ways PandaDoc continues to help clear the clogs in your document-workflow pipes.
We're also eager to trumpet a handful of new and upcoming features, including PandaDoc for Salesforce CPQ, Rooms, recipient groups, and a couple handy API updates.
Happy old year!

In the Spotlight

Rounding up our biggest recent releases PandaDoc 2023 in review

A year of major PandaDoc updates

From unveiling our platform's new look and feel to loads of pivotal feature releases, 2023's been an undeniably exhilarating year to be aboard the PandaDoc Express.
Get the full story in our comprehensive blog post, and watch our latest What's New in PandaDoc webinar — it's full of crucial late-year releases and enthusiastic customer testimonials.

PandaDoc Salesforce CPQ PandaDoc + Salesforce CPQ = Oh yes

Among the multitudes using Salesforce CPQ? PandaDoc for Salesforce CPQ is here to help simplify how you and your team create, customize, manage, and eSign all your customer quotes.
Watch your bottom line soar — and your level of effort plummet.

Small but Mighty

Lower-profile, yet highly delightful feature updates

That title could use a variable

It's OK to admit it: You've always wanted to add a variable to your template and document titles. Right? So by popular demand, we've introduced this new feature to help you automate and customize naming, simplify how you create documents, and improve filtering and search.

API updates: Turn up the radio buttons Enjoy using our API?

Wait, it gets better. You can now allow your recipients to use radio buttons to select options, as well as create document bundles for PDFs and templates in a snap.
Because of course you realize that API stands for Absolutely Painless Interface, yes? At least ours does.

Pro Corner

Wisdom-steeped tips on getting the most out of PandaDoc

Become a certified PandaDoc administrator!

Our administrator certification course provides you with all the knowledge and tools to become a true PandaDoc pro.
Learn how to efficiently manage workspaces, user accounts, and document recipients — plus configure approval workflows, curate a product catalog, add content to a library, and dive deeply into analytics.
Kickstart your journey as an admin and account owner with this expertly detailed on-demand course!

On the Horizon

In development and destined for glory

🏘 Rooms: The door is nearly ready

Looking for a space where you can consolidate all your documents, presentations, videos, and other resources?
We're putting the finishing touches on just the place — all so you can simplify everything for your customers, from initial interest to final purchase.

✍️ Recipient groups: About to make signing easier

The next time you feel like it'd be more efficient to send a document to a predefined group of recipients, then allow any member of the group to sign on everyone's behalf, reach for this much-requested, time-saving feature.
As with all your other favorite PandaDoc tools, you’ll wonder how you ever got along without it.

That's a Wrap

All this is just a taste of what we've been working on to help you smooth out any kinks in your document workflow.
As always, we'd love for you to help shape PandaDoc by sharing your lightning-bolt product ideas with us on UserVoice.

Try PandaDoc today!
Try PandaDoc today!
Create, customize and manage all your documents in one place.

Original source