The new folder tree
The hierarchy of folders and subfolders helps to keep your files organized in a logical way and makes it easy to find the documents you need.
View detailsProduct updates
August 2019
Generate keys for the API sandbox
To get started, head to the Integrations section of your Workspace Settings and generate the sandbox key with a single click.
View detailsJune 2019
PandaDoc in the Pipedrive App Panel
With the release of Pipedrive App Panels, it's easier to work with deal-related documents. You’ll have immediate access to all documents via the document list in the PandaDoc module (in the App Panel on the left).
View detailsThe new (and free!) recipient inbox
Recipients can review and sign all deal documents in one place: their inbox.
View detailsStep up your customer experience game with the latest product updates
In this latest release, we’ve empowered you to provide a better customer experience, from the initial proposal, all the way through to the sale. Your customers can now take advantage of the new (and free!) recipient inbox to easily manage and access all documents associated with a deal. We’ve also enabled flexible payment options, so…
View detailsThe Salesforce Lightning and PandaDoc relationship just got friendlier
With the new PandaDoc Lightning component, you can add a “related document” list to your record page. The new version 1.45 also brings a simplified settings view (with 1 tab instead of 5) and more flexible mapping for both custom and standard objects.
View detailsGet paid faster with multiple payment options
Make it easy for your customers to pay by adding both PayPal and credit card payment options to your documents.
View detailsCustom roles in SSO integration
Set up default mapping for both standard and custom roles in order to support your organizational hierarchy across your various tools. This update gives admins more flexibility and security when enabling just-in-time provisioning.
View detailsAccept payments quickly, easily, and securely with the new Square integration
Every business needs money to grow, so cash flow metrics are the lifeblood of any growing company. You already know that PandaDoc allows you to create, send, track, and eSign sales documents, but now accept payments with the new Square integration. Meet Square, our new Payments partner Square gives you everything you need to accept…
View detailsApril 2019
Easily manage your sales operations with the product updates
Here at PandaDoc, we know how critical operations are for supporting and scaling sales teams. If you don’t have solid systems and processes in place, you can quickly end up doing tons of manual work and slowing your growth tremendously. The bigger your team, the bigger the pain. Our April product updates are here to…
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