June 2019
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 details
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
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…
View detailsMarch 2019
With the March product updates, we introduce more features for decreasing time spent on admin tasks and improving time-to-close metrics: Set up approvals with conditional logic based on deal value or discount Keep track of upcoming contract renewals with automated renewal alerts for the contracts and agreements Automatically attach PDF copies of completed documents to…
View detailsFebruary 2019
This is unbelievable, but our customers created almost 400,000 documents using the PandaDoc Chrome Extension for Pipedrive last year! And in just one day, a remarkable record-breaking 2,400 documents were created, hopefully resulting in 2,400 closed deals.? Now, great news for our Pipedrive champions! Welcome to the new PandaDoc integration for Pipedrive CRM that works…
View details
According to our research, 96% of PandaDoc customers send more than one document to a single recipient, including proposals, contracts, invoices, and more. So, if you’re reading this, it’s pretty likely that you have sent (or will send) multiple documents to the same person. Why does that matter? When sending several documents to the same…
View detailsJanuary 2019
In Sales, we’re always dealing with moving parts: working various leads, communicating with multiple stakeholders, coordinating opportunities and deals of all different stages and using multiple tools to do so. With so much going on, it’s easy to lose track of the big picture and miss your team’s sales or pipeline quota goals. This January,…
View detailsDecember 2018
Well, another year is quickly coming to a close. And to bring it home here at PandaDoc, we thought we’d review every major product update we’ve made in 2018. January To kick off the New Year, we introduced features to save you time and keep you up-to-date outside the office. They included: Pricing table content…
View details
Today we’re happy to announce that PandaDoc is the sixth most popular app on Zapier’s “Top New Apps of 2018”. The list details the most popular apps available in the Zapier ecosystem this year. We couldn’t be more ecstatic that PandaDoc has made the cut as the Zapier integration was one of our most requested…
View detailsNovember 2018
We’d like to start this update by saying “thank you” for all of the feedback and ideas you share with us in the Idea Portal, support tickets, interviews, and surveys. Our November update features the top requested features and integration enhancements according to your feedback, including: Sharing PandaDoc documents via links; Importing contacts (with Zapier);…
View details