Pandadoc Release Notes

Most deals aren't a single document. They're a sequence. You close the proposal, open the contract, and start retyping the same company name, deal value, and signer details. Then you do it again for the order form.

Nobody planned it that way. It's just what happens when your documents don't talk to each other.

We built Transfer data and Related Documents on the Summary Page to fix that.

The Summary Page is more than a screen

When you send a document, you now land on the Summary Page instead of the confetti screen. You get a live view of recipient activity, including who opened your document and when, plus quick actions like sending a reminder, downloading the file, or copying a share link. You can also read a recipient activity summary to see where things stand without opening the editor.

The real reason the Summary Page exists, though, is to connect your documents to each other.

Related Documents shows your deal chain

A proposal leads to a contract. A contract leads to an order form. An order form leads to an invoice. Most deals are a sequence, but most document tools treat each file as a standalone object.

With Related Documents, you see your whole document chain on the Summary Page. You can view every file connected to a deal, follow each status, and move between them without going back to the dashboard. When several people on your team work the same deal, everyone sees the same thing. No digging through folders, and no asking which version you're on.

Transfer data ends the re-entry

When you're ready to create the next document in your sequence, you carry the relevant information forward automatically with Transfer data. Fields like company name, contact details, deal value, and any custom data you've defined in one document can populate the next, exactly where you want them to land.

You decide which fields transfer and where they map. Set it up once per template pair, and it works the same way every time after that.

For teams with high document volume, the math adds up fast. If you create 30 contracts a week from proposals, that's 30 fewer times someone on your team copies and pastes, and 30 fewer chances for a typo to reach a signed document.

What changes for your team

Reps spend less time on admin between stages. Managers see fewer errors as deals move forward. Anyone building templates gets a document sequence that behaves the same way every time, because the data flows through the way it should.

And because it all lives on the Summary Page, you're always one click from the next step in a deal, instead of hunting through a search or a folder tree.

See how Transfer data works

Frequently Asked Questions

What is the difference between a digital signature and an electronic signature?

An electronic signature is any digital indication of a person's intent to sign a document, such as a typed name, a drawn signature, or a click. It's the legal act of agreeing. A digital signature is the cryptographic technology underneath: an encrypted fingerprint attached to a document that verifies who signed it and confirms nothing has changed since they did.

Most e-signature platforms, including PandaDoc, use digital signature technology under the hood to secure the electronic signatures your recipients see and interact with.

Is a digital signature more secure than an electronic signature?

Digital signatures provide a higher level of assurance because they rely on cryptographic encryption to verify the signer's identity and confirm the document hasn't been altered since signing.

A standard electronic signature establishes intent and produces an audit trail, which is sufficient for most business agreements. Digital signatures add a layer of cryptographic proof that makes them the standard for regulated industries and high-stakes transactions where tamper-evidence is a legal or contractual requirement.

When should I use a digital signature instead of an electronic one?

Use a digital signature when the legal or regulatory standard for a document explicitly requires cryptographic verification of identity and tamper-evidence, not just a record of intent. Common scenarios include federal government contracts under FISMA and NIST standards, pharmaceutical and life sciences documents under 21 CFR Part 11, regulated financial transactions, and cross-border EU agreements requiring a qualified electronic signature under eIDAS. For most standard business agreements, such as proposals, NDAs, service contracts, onboarding documents, an electronic signature with a complete audit trail meets the legal standard.

What is the difference between a digital signature and a qualified electronic signature?

A qualified electronic signature (QES) is a specific type of digital signature, the highest tier of legal recognition under the EU's eIDAS regulation. All QES are built on digital signature technology, but not all digital signatures meet the QES standard.

To qualify, a signature must be created using a qualified certificate issued by a trust service provider on the EU Trust List. A QES is legally equivalent to a handwritten signature across all EU member states, making it the required standard for certain employment contracts, real estate transactions, and regulated financial agreements in the EU.

Does HIPAA require a digital signature?

HIPAA does not mandate digital signatures for most healthcare transactions. Electronic signatures are permitted under HIPAA, provided your signing process maintains the access controls and audit trail requirements consistent with your organization's security obligations.

Some healthcare organizations use digital signatures for higher-security documents because the cryptographic controls satisfy those requirements more comprehensively. What your specific workflows require is a determination for your compliance officer or legal counsel, the guidance here reflects what the regulation generally requires, not advice for your specific situation.

What does eIDAS require for contracts in the EU?

eIDAS establishes three tiers of electronic signature, each carrying different legal weight.

• A Simple Electronic Signature (SES) a typed name or checkbox — is valid for low-risk documents.
• An Advanced Electronic Signature (AES) is uniquely linked to the signer and carries higher legal weight for documents where attribution matters.
• A Qualified Electronic Signature (QES) is the highest tier, legally equivalent to a handwritten signature across all EU member states, and requires a certificate from a trust service provider on the EU Trust List.

For contracts where full legal equivalence to a handwritten signature is required, a qualified electronic signature is the standard eIDAS specifies.

What Pay by Bank is and how it works

You've done the hard part. You built the proposal, sent the document, and got the signature. Then comes the part nobody loves: figuring out how to actually collect the money.

For most small business owners using PandaDoc, that meant going somewhere else. You set up a Stripe account, linked it to PandaDoc, and paid 2.9% + $0.15 every time a client ran a card. And if you hadn't gone through that setup yet, collecting payment through PandaDoc wasn't really an option. So you fell back on invoices, bank transfers you tracked by hand, or payment links that had nothing to do with the document your client just signed.

That gap is now closed. Pay by Bank lets your clients pay you directly from their bank account, right inside your PandaDoc document, with no external account to set up and a fee of 1.5% per transaction.

Pay by Bank is an ACH payment option built into PandaDoc. When you add it to a document, your client sees a bank payment option at the point of signing. They authorize their bank through Plaid, a secure and widely used bank connection service, and the payment starts without them ever leaving the document.

You don't need to create a Plaid account or a separate gateway. Everything happens inside PandaDoc. Once the payment is authorized, funds settle to your account within 2–4 business days, which is standard for ACH bank transfers.

How the fee math actually plays out

The rate difference between bank payments and card payments isn't subtle once you run the numbers.

Pay by Bank charges 1.5% per transaction, with no cap. Card processing through Stripe charges 2.9% + $0.15 per transaction.

On a $1,000 project, that's $15.00 with Pay by Bank versus $29.15 with a card, a difference of $14.15 on a single transaction. On a $5,000 contract, you pay $75.00 with Pay by Bank versus $145.15 with a card, a difference of $70.15.

That difference compounds across every deal you close. If you send five or ten proposals a month, the annual savings are real money, not rounding errors.

Pay by Bank: 1.5%, no cap. Cards: 2.9% + $0.15 per transaction. That's a meaningful difference on every deal you close.

For clients who can pay by bank transfer, which is most B2B clients, there's no reason to absorb card fees when a lower-cost option sits right there in the same document.

Setup lives entirely inside PandaDoc

There's no external account to create, no developer setup, and no third-party dashboard to manage. You enable Pay by Bank from Settings, then Integrations, or directly when you set up payment on a template.

Once it's enabled, you can add Pay by Bank as a payment option to any document. Your client handles everything on their end through Plaid when they're ready to pay. They connect their bank, authorize the payment, and you get notified when it goes through.

If you've been avoiding PandaDoc Payments because the Stripe setup felt like one more thing to figure out, Pay by Bank removes that obstacle.

Built for founders and small agency owners

Pay by Bank is designed for the way small businesses actually operate. You send proposals, statements of work, and service agreements, documents where getting paid is the logical next step after a signature.

The manual workaround most small business owners fall back on after a document is signed adds steps for you and creates a disconnected experience for your client. A separate invoice, a payment link in an email, or a Venmo request all pull your client out of the document. Pay by Bank makes the payment a natural part of the document itself, so the person who just signed doesn't have to go anywhere else to finish the transaction.

It also matters that setup requires no prior gateway account. If you're on a Free or Starter plan and you've never set up PandaDoc Payments, Pay by Bank is the fastest path from signed document to collected payment.

Send, sign, and get paid in one place

PandaDoc has always been the place where you create and send documents. Pay by Bank extends that into the moment that matters most for your business: getting paid.

You don't need a second tool, a separate account, or a process that falls apart the moment a client misses an invoice email. The signature and the payment happen in the same document, with the same experience your client already knows.

If you're a US-based Free or Starter user, you can enable Pay by Bank in your account today. Pay by Bank is available to US-based Free and Starter plan users. ACH payments settle in 2–4 business days. The Pay by Bank fee is 1.5% per transaction.

If your team lives in Microsoft Word, uploading a document to PandaDoc used to mean a trade-off. To edit the file, you converted it first, and conversion changed your formatting, your tables, and your styling. So you fixed it by hand, or you made the real edits back in Word and re-uploaded.

That trade-off is gone. You can now edit your uploaded Word documents directly in Microsoft 365, right from PandaDoc, and your changes sync back on their own. Your formatting stays exactly the way you built it.

How it works

Upload a Word document to PandaDoc and it comes in as-is, with no conversion. When you're ready to make changes, click Edit in Word. Microsoft 365 opens in your browser, you edit the text the way you always have, and when you close it, your changes sync back to PandaDoc. PandaDoc saves a version after each editing session, so you can look back or restore an earlier one. [confirm exact button label and steps]

Your formatting stays put

This is the part that changes the day-to-day. Because you're editing the real file in Word, nothing gets flattened or reflowed on the way in. Your tables, fonts, spacing, and layout stay intact, so the document you send looks like the one you wrote. There's no cleanup pass, and no "why does this look broken" moment before it goes out.

Edit in Word, manage in PandaDoc

You keep the tool your team knows for the writing, and PandaDoc handles everything after the document is ready. You set up signing and fields in PandaDoc, track who's opened and signed, and store the final version in one place. Editing stays in Word. Versioning, e-signature, and tracking stay in PandaDoc. [confirm field behavior at GA]

Built for teams that work in Word

Some documents just start in Word, and some never leave it. Legal teams negotiate and mark up contracts in Word. Clients and outside counsel send edits back in Word. Executives review within the tool they already use. If that's how your team works, you no longer have to choose between Word and PandaDoc. You get both, on the same document.

What you need to get started

To edit in Word, you'll use Microsoft 365 for the web. A free Microsoft tier works, so you don't need a paid Microsoft account. [confirm exact requirement]

Native Word editing is available in the new PandaDoc editor and is rolling out now. [confirm plan and rollout]

Getting started is simple. Upload a Word document, click Edit in Word, and make your changes. See the full details in the Help Center.

Try editing in Word →

FAQs

What file types can I edit?

You can edit uploaded Microsoft Office files, specifically .docx, .pptx, and .xlsx. Uploaded PDFs aren't supported, and documents you create natively in PandaDoc (PandaDoc pages) can't be converted to Word and edited this way.

Can I edit files in both Documents and Templates?

Yes. You can use Word Online to edit Word files you've uploaded to either Documents or Templates.

Do I need a Microsoft account?

No. This feature uses a free tier of Microsoft 365, so you don't need a personal or business Microsoft account. Note that logging in with your own Microsoft account isn't supported.

Who can see and use this feature?

It's available only in the new PandaDoc editor (Delta), not the classic editor. During Early Access, only accounts enrolled in Delta will see the "Edit in Microsoft" button.

Can recipients use redlining or track changes?

Recipients can't. Redlining for PandaDoc collaborators (your internal users) can work technically, but the experience isn't ideal and can be unreliable.

Can I see PandaDoc fields in the Microsoft editor?

No. PandaDoc fields, like signatures and text inputs, don't sync to the Microsoft editor, so you can't see, add, move, or delete them while you're editing in Microsoft 365. Set up all your fields in PandaDoc after you finish the Word editing session.

What happens to my PandaDoc document while it's open in Microsoft?

PandaDoc locks the document while a Microsoft Word session is active, so you can't edit it in PandaDoc at the same time. Close the Microsoft editor tab to unlock it.

Does it work as well with Excel and PowerPoint?

Word (.docx) files work best. You can open Excel and PowerPoint files for online editing, but the experience may be less polished and can vary.

Can I create a Word document from a PandaDoc page?

No. This feature edits Microsoft Office files you've already uploaded. Converting PandaDoc-native pages to Word is out of scope.

Collecting information from a lot of people usually goes the same way. You send a document, wait, follow up, and re-key what comes back. It doesn't scale, and things slip.

With PandaDoc Forms, you change that. You publish a form once, share a single public link, and every response lands back in PandaDoc, ready to act on.

Here are three ways teams are already using Forms, each with a ready-made template bundle to start from.

NDAs signed from a link

NDAs signed from a link

Instead of sending an NDA to each new partner, vendor, or candidate, you share one link. They open it, fill in their details, and e-sign, and the finished NDA comes back to you. Start from the NDA template bundle.

[confirm e-signature on public forms; confirm where the bundle lives]

Patient intake without the paperwork

Patient intake without the paperwork

Healthcare teams send new patients a single intake link before the visit. Patients complete it on their own time, and the answers arrive structured in PandaDoc instead of on paper. Start from the patient intake bundle.

[confirm HIPAA before positioning for healthcare]

Applications from one link

Applications from one link

HR teams and program leads collect applications the same way. One link, the same questions for everyone, and every response in one place. There's no inbox to dig through and nothing to retype. Start from the application forms bundle.

Start from a template

Start from a template

You don't have to build any of these from scratch. We put together three template bundles for the most common uses: NDAs, patient intake, and applications. Pick the one closest to what you need and adjust the questions.

However your team collects information, the pattern is the same. You publish once, share the link, and let the responses come to you, all in one place. So what are you waiting for? Here is more on how to create and share a public form.

FAQ

How does PandaDoc Forms compare to other form builders (Zoho Forms, Google Forms, Microsoft Forms, etc.)?

PandaDoc Forms is one of the best options on the online form builder software market due to its versatility.

Where Jotform, Typeform, Wufoo, Formstack, and others are purely focused on form generation, PandaDoc offers custom forms as part of its document generation solution.

This means you use forms to collect data while also using the software to build documents like proposals and contracts.

However, PandaDoc isn't a free online form builder and, unlike some other solutions, it's not designed to collect anonymized data. That information will always be visible to users within a PandaDoc workspace.

Does the PandaDoc form builder require coding knowledge?

No. PandaDoc Forms is a no-code form builder and reporting software. Our interface uses drag-and-drop tools, making it easier than ever to build customizable forms using advanced features like conditional logic or payment collection. Users who intend to embed their PandaDoc form on a website may need some knowledge of HTML or CSS, but this isn't required during the form-building process.

Is there conditional logic on forms?

Yes. You can set rules that show, hide, or pre-fill fields based on how someone answers earlier questions — including combining multiple conditions with AND/OR logic. For example, selecting a "Premium" plan tier could automatically reveal add-on options and pre-select a default one.

How much does PandaDoc Forms cost?

Forms are billed through PandaDoc's usage credit system — a form submission that triggers document generation costs 1 credit.

Trial accounts include 10 usage credits.

Business Monthly includes 20 usage credits per month (first year only).

Business Annual and Enterprise Annual include 120 usage credits per year (first year only).

If you go over your included credits, you're billed for each additional document created. Once you hit that limit, the account owner can purchase an additional usage credit package (50–500 documents) directly in Settings > Billing — these expire at the end of the billing period.

Does PandaDoc work with integrations (CRMs, productivity tools, etc.)?

Yes! PandaDoc offers native integration with payment gateways like Stripe, PayPal, and Square for fast and easy billing. It's also possible to connect to HubSpot, Salesforce, and other CRMs either directly or via Zapier to streamline workflows, automate data collection, and more. Other productivity apps can also connect to the platform, making PandaDoc one of the best online form builder software solutions available today.

Can I use approval workflows with PandaDoc forms?

Yes. Approval workflows ensure that documents are sent to designated approvers before they can be sent to recipients. Forms, like other PandaDoc documents, can make use of this functionality. Once a custom form is built and submitted, approvers will be able to review its contents and suggest final changes before it goes live.

How do embedded forms work?

Forms can be embedded into web pages via an embed code or with the PandaDoc API. When forms are published within the PandaDoc interface, users will have the option to share forms directly to intended recipients via a web link or to copy an embed code for use on a web page. To embed the form, copy the code and add it to your website builder (like WordPress) at the intended destination. Keep in mind that the form will need to remain active within your PandaDoc library. If the form is no longer active, customers won't be able to fill it out.

Can I pre-fill a form with known information?

Yes. When you share a form via a direct link or embed it with the JavaScript SDK, you can pre-fill recipient details (name, email), custom variables, and field values (text, checkbox, date, dropdown) automatically, so respondents don't have to re-enter information you already have.

Can I change the design of my form?

Yes. The same drag-and-drop editor used for documents lets you customize your form's fonts, headers, colors, and branding. These design choices carry over even when the form is embedded on your website, so it stays on-brand wherever it's shared.

Find what's inside your agreements just by asking

Your agreements contain some of the most valuable business data you have. Not just what's in each one, but what they reveal when you look across all of them. Taken together, they tell you where your business stands: who your highest-value customers are, which deals are at risk, what you owe and what you're owed.

Until now, piecing together that picture meant manually tracking renewals in a spreadsheet or digging through individual files to find a single term. Today, PandaDoc's new AI Search makes getting to that information faster than ever. It goes beyond titles and keywords, making the data inside your agreements searchable in plain language. Ask which deals are going cold, who your top customers are by contract value, or which vendor contracts auto-renew this quarter, and get a direct answer in seconds.

What you can do

AI Search understands what you're looking for and returns the documents that match, but what makes it genuinely useful is the kind of questions it can answer. Ask "which deals are going cold?" and surface agreements with no recent activity before they slip. Ask "who are my top five customers by contract value?" and get a ranked list without touching a spreadsheet. Ask "what's the total value of contracts signed last quarter?" and get the number, calculated across your portfolio. Ask "which vendor contracts auto-renew and have a cancellation notice window?" and get exactly the contracts that need your attention.

You can also refine results in the same conversation: add a column, filter to a specific counterparty, narrow by date range. The results update as you go.

Why it matters

Whether you're managing 20 contracts or 2,000, the hard part was never storing them. It was finding the answer you needed, fast enough to actually act on it. The searches that used to take hours of manual digging now take seconds.

How it works

AI Search is powered by PandaDoc’s AI Data Extraction. When a contract lands in PandaDoc, AI automatically reads it and captures the key data inside: renewal dates, counterparty names, contract values, payment terms, billing schedules, and more. That extracted data is what AI Search queries when you ask a question.

That's why it can do things traditional search can't. You're not matching a keyword to a document title: you're querying structured data captured from every agreement in your workspace. When you ask "what's the total value of contracts signed last quarter?" PandaDoc already has the contract values. It just needs you to ask.

Searches to get you started

What you want to know / Try asking

• Track renewals / "Which vendor contracts auto-renew and have a cancellation notice window?"
• "Show me everything expiring this quarter"
• "Which NDAs expire this year?"
• Understand your portfolio / "What's the total value of contracts signed last quarter?"
• "Who are my top five customers by contract value?"
• "Which contracts include automatic price increases?"
• Spot risk early / "Which deals are going cold?"
• "Which contracts have a late payment penalty?"
• "Which contracts give us audit rights over the vendor?"
• Find specific agreements / "Show all master service agreements"
• "Which contracts were signed by our CEO?"
• "Find all agreements governed by New York law"

How to get started

AI Search is gradually rolling out to PandaDoc users now. To see what it can do and how to get started, read the help center article.

Every agreement your team signs contains high-value information: when it renews, what it's worth, who signed it, and how to get out of it. The problem isn't that the data doesn't exist. It's that once a contract is signed, that data is trapped inside a file nobody has time to re-read.

The manual-entry problem

Keeping track of agreements frequently means someone opening files and copying dates, values, and renewal windows into a spreadsheet — and then keeping it current. When we launched PandaDoc’s Contract Repository, we gave growing businesses one place to store, organize, and track every agreement.

AI Data Extraction is the next step. Now every contract — whether completed today or signed three years ago — becomes searchable data your team can search, filter, and report on, without opening a single file.

What AI Data Extraction does

PandaDoc’s AI data extraction turns static files into data. PandaDoc’s AI reads your signed agreements and captures over 100 key terms automatically, no typing or manual tagging required. That includes:

• Effective and expiration dates
• Contract value and payment terms
• Counterparty and signer details
• Renewal opt-out and termination notice periods
• Governing law
• Liability caps
• Confidentiality and IP terms

Want a technical deep dive into how AI data extraction works? Read our comprehensive guide to AI data extraction.

Three things you can do now

Ask your contracts a question

Your team can search by actual contract terms — not just file names – with plain language questions like "which vendor contracts auto-renew and have a cancellation notice window?"

Turn old contracts into searchable data

Years of historical agreements become searchable. Upload legacy contracts in bulk and AI processes and extracts key terms across all of them, no matter their age or format.

Track renewals without manual reminders

PandaDoc calculates renewal and expiration dates from your contract terms and surfaces them automatically. Your team sees what's coming up months in advance, without setting a single manual reminder.

How to use your AI Contract Repository

Ready to unlock the data in your contracts? Here’s your step-by-step guide.

Extract data automatically

Step 1: Upload or complete a document in PandaDoc.

Step 2: AI automatically extracts key data like effective dates, renewal terms, contract values, and more.

Step 3: Review, accept, or edit AI suggestions in the Data panel to confirm accuracy.

Step 4: Add custom fields specific to your business, if needed.

Search and filter with precision

Step 1: Use the search bar to find contracts by specific terms like "auto-renewal," "governing law: California," or "contracts expiring this quarter over $150,000."

Step 2: Apply advanced filters to narrow results by date ranges, counterparties, contract types, or custom fields.

Step 3: Filter by AI-extracted data using the filters found under "System."

Step 4: Combine multiple filters for precise contract subsets, like "all MSAs expiring in Q1 with auto-renewal clauses."

Auto-track renewal and expiration dates

Step 1: Get an at-a-glance view of upcoming renewals in the "Upcoming Renewals" tab.

Step 2: In Renewal Settings, verify the AI-suggested renewal or expiration date and make any changes needed.

Step 3: Customize notification timelines based on your business needs — 30 or 60 days before expiration, for example.

Turn legacy documents into data

Step 1: Upload existing individual or bulk agreements to your Contract Repository.

Step 2: AI automatically processes and extracts key terms from all document types, including scanned PDFs.

Step 3: Review and validate legacy extractions using the same interface.

Step 4: Add missing context or custom fields to complete your historical data.

Step 5: Your complete contract library is now searchable, filterable, and ready to report on.

AI data extraction is available now

EXPLORE YOUR AI CONTRACT REPOSITORY→

FAQ

How do I extract data fields?

Upload an existing document or complete a document created in PandaDoc. AI automatically identifies and suggests key data extractions like renewal dates, contract values, and counterparties. Review the suggestions in the validation interface.

Can I add custom fields?

Yes. Create custom data fields in your Workspace settings to track information specific to your business needs, like department, risk level, or internal contract IDs.

Can I use data fields in reporting?

Yes. Use extracted data fields to create custom reports, filter document lists, and export structured data for analysis.

Can I auto-track renewals and expirations?

Yes. PandaDoc extracts relevant dates from your contracts and sets renewal or expiration dates based on it. You can also set custom dates and customize notification timelines.

What you can do with PandaDoc and Claude

These days, a lot of agreements start in Claude. You describe what you need: a scope, a rate, a timeline, a set of terms, and the draft comes together fast. You’re ready to send it for signature right then, while the context is fresh, the details are in front of you, and the momentum is there.

But you couldn't. Turning that draft into something you could actually send and sign meant leaving Claude. Every time.

That's the gap the PandaDoc Claude Connector closes.

Connect your PandaDoc account and your entire agreement library becomes part of every Claude conversation. You can create documents, send them for signature, track who's signed, and get answers about any contract in your workspace.

PandaDoc's Claude connector is built around two critical jobs: creating documents and answering questions about them.

From draft to signed, in one conversation

Turn your draft into a real, executable agreement by describing what you need — from scratch or from one of your existing PandaDoc templates — and Claude drafts it.

You can add recipients, assign fields, and send it for signature, all within the same conversation. You can also build your template library by uploading any existing PDF agreement and asking Claude to turn it into a reusable PandaDoc template. Next time you need that document, it's one prompt away.

The answers to your contract questions, without the tab switch

Your contracts hold a lot of useful information, such as payment terms, renewal dates, deal values, and signing status. Until now, getting to any of it meant leaving Claude to find it. Now you just ask simple questions like "which contracts are expiring this quarter?" or "summarize the payment terms in this vendor agreement."

Try it yourself

Here are a few prompts to get started. Copy any of these directly into Claude once you've connected your PandaDoc account.

• Create an agreement: "Create a freelance design agreement for a 6-week brand project, $3,500 flat fee, deliverables due at the end of each week, with a cancellation fee of 25% if the project is cancelled after kick-off."
• Send from a template: "Create a consulting agreement using my Standard Consulting Template. It’s for [email protected] and is a 3-month engagement, $6,000 a month, net-30 payment terms. Let me know what additional details you need before sending the document for signature.”
• Check what's waiting on a signature: "Which proposals have I sent in the last two weeks that haven't been signed yet?"
• Get ahead of renewals: "Which contracts are expiring in the next 60 days? Sort them by document type.”
• Turn an existing document into a template: "I'm going to upload an NDA I've used before. Turn it into a reusable PandaDoc template."
• Get insights across your library: “What was my average deal size in Q1?”
• Find a template: “Do I have a standard vendor agreement template? If so, use it to create an agreement for…”

Agreements where your work already happens

Businesses aren't going back to switching between six tabs to get a contract out the door. The work is consolidating into fewer tools and fewer moments where momentum dies because the software didn't keep up.

Claude is where a lot of that work lives now. Agreements should be there too, not as an afterthought, but as something you can actually finish.

Getting started

Find PandaDoc in the Claude connector directory and connect your account via OAuth. You'll need an existing PandaDoc account. If you don't have one yet, sign up first, then come back and connect.

The PandaDoc Claude connector is available now on all PandaDoc plans, including free.

Paid plan users currently enjoy unlimited access at no additional cost — usage limits will apply in the future.

Ready to get started? Connect PandaDoc to Claude.

Questions? Visit our help center.

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

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 →

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.

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

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.

In the Spotlight

PandaDoc CPQ for Pipedrive: Quote, sync, and close

PandaDoc CPQ for Pipedrive has arrived, bringing intelligent quote creation and guided selling right where your sales team already works.

Create accurate quotes, eliminate pricing errors, and accelerate approvals without ever leaving Pipedrive.

Plus, our enhanced two-way data sync ensures your CRM and documents stay in perfect harmony as information flows automatically between systems.

Entire revenue teams can experience increased efficiency and productivity with both solutions working hand in hand.

Effortless invoicing with QuickBooks Online

Generate estimates and invoices directly from PandaDoc contracts, with automatic syncing to QuickBooks Online. Add QuickBooks products to PandaDoc pricing tables and create new ones on the fly.

You can even create new customers or link documents to existing customers based on your document information. Sync customer and product data automatically, eliminate manual data entry, reduce errors, and maintain accurate financial records throughout your entire quote-to-cash process.

Small but Mighty

Simplify recurring payment collection with Stripe

Now you can collect payments from your customers on a recurring basis directly from your PandaDoc documents, without needing to go through quote builder.

Establish automatic billing cycles, maintain steady cash flow, and reduce payment collection administration, while still offering your customers a smoother payment experience.

Power up your API capabilities with new endpoints

Our latest API enhancements let you update documents with images, create templates from URLs, track SMS consent, generate editing session tokens without adding users, and automate workspace setup with programmatic API key creation.

These powerful upgrades accelerate integration development, eliminate manual processes, and maintain communication compliance while reducing development overhead and creating a frictionless experience for your customers.

Add payment backups and work without worry

Now you can add multiple payment methods to your PandaDoc account to prevent failed transactions. This simple enhancement ensures uninterrupted access to PandaDoc even when a primary payment method fails.

Pro Corner

Full training for PandaDoc Administrators

Designed for PandaDoc users with an Account Owner or Admin role, this 60-minute course provides a complete walkthrough of everything you need to confidently manage your account.

You’ll learn how to configure account settings, manage integrations and content, and create templates and internal processes for your team.

The course features step-by-step video tutorials, feature overviews, and interactive guides to help you apply what you’ve learned in a hands-on way.

Upon completing the course, you'll have the opportunity to earn a PandaDoc Administrator Certification, recognizing your knowledge and giving you a credential to share with your team and showcase on LinkedIn.

On the Horizon

Be the first to experience PandaDoc’s AI capabilities

We’re thrilled to announce an exclusive beta program for our new AI capabilities, including document conversion, smart organization, and AI template generation.

This is your chance to influence the future of PandaDoc while gaining a competitive edge with next generation document automation.

Ready to elevate how you create, manage, and organize documents?

Register your interest here or contact your Customer Success Manager to secure your spot in this limited opportunity.

There’s more to PandaDoc than documents

Behind the templates and e-signatures is a bigger mission: to make work feel less like… work. We’re excited to share our story and what we really stand for.

If you’ve ever felt like running a business shouldn’t be this complicated, this one’s for you.

…And that's a wrap

Whether you're accelerating your sales cycle with PandaDoc CPQ for Pipedrive, simplifying billing through QuickBooks Online, or enhancing developer productivity with our expanded API capabilities — every improvement focuses on eliminating platform-hopping and keeping your team productive.

Everything we build is designed with one purpose: to help you reach your business goals faster and with less friction.

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 🙌

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!