Data transfer – now on Business plans
Manually copying data from proposals to contracts, from quotes to invoices? Try the Data Transfer feature! Available now (for free) with monthly and annual Business plans.
View detailsProduct updates
August 2019
Landscape view has arrived for the mobile app on tablets
Introducing the new landscape view for the PandaDoc mobile app on tablets: if you rotate your tablet, PandaDoc will follow.
View detailsExport all PandaDoc documents with one click
Now you can download all or selected PandaDoc documents and folders with one click.
View detailsStay on top of next steps with the new quick status view
Keep a pulse on the status of your documents without having to click into each individual doc. You’ll see pending next steps, per recipient, right from the list view.
View detailsThe 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 detailsGenerate 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 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 details