In 2024, we transformed how teams work.

From simplifying the quoting process with PandaDoc CPQ for HubSpot to strengthening document security with our comprehensive Identity Verification suite, we released updates and add-ons that empowered businesses to focus less on document management and more on what generates revenue.

What makes us proudest isn’t just what we’ve built — it’s how our software continues to help 50,000 of companies work smarter and accelerate their business growth.

With that said, let’s look back at everything we released this past year.

Create: Your workflow, your way

Greenhouse integration

Our Greenhouse integration lets you connect your Greenhouse and PandaDoc accounts, so you can add Greenhouse fields right into your PandaDoc templates and automatically fill in offer and candidate details.

You can seamlessly create, send, sign, and store offer letters in Greenhouse or PandaDoc — whichever application works best for you.

Plus, it works with all the essentials in Greenhouse: Candidate, Jobs, Application, and Offer objects.

Embedded template and document editing

Embedded editing gives your admins the control they need, right where they work.

Now they can edit templates and documents directly within their own applications. No more switching between different platforms, everything can be done in one place.

Collaborate: Your deal command center

Rooms

Meet your new central hub for deal collaboration that shortens sales cycles.

Rooms gives you a secure space to organize resources, share documents, and track your mutual action plan with buyers — keeping everything and everyone in perfect sync so deals can close even faster.

Sell: Quote smarter, close faster

PandaDoc CPQ for HubSpot

Close deals faster with the only native CPQ solution built for HubSpot. With PandaDoc’s guided selling experience, admins can set rules and approval processes that ensure quotes are easy, consistent, and error-free.

Keep your quotes and HubSpot data automatically updated with two-way sync, and manage your entire sales cycle from proposal to payment on one platform.

Best of all? You’ll be up and running in no time with in-house implementation, no coding or expensive consultants needed.

Two-way sync for HubSpot

Now you can instantly refresh your draft documents with deal data, including pricing tables and line items with our two-way sync for HubSpot.

Set up automated workflows to update HubSpot when your documents are sent or completed. Automatically change deal stages, update field values, and sync line items between systems.

Plus, your completed documents are automatically stored as deal attachments in HubSpot so everything is stored and accessible in one place.

Pricing and product rules with formulas

Automate complex quoting workflows with powerful, customizable rules.

Create formulas to automatically add, delete, and update line items, ensuring every quote follows your business’s custom logic and pricing criteria.

Two-way sync for Salesforce

Tired of copying and pasting data between Salesforce and PandaDoc? We’ve got you covered with our comprehensive two-way sync.

When documents are completed, fillable field data is automatically exported and synced between Salesforce and PandaDoc fields while our quote builder and pricing tables automatically align with your Salesforce Opportunity Products.

Guided selling

Replace complex spreadsheets with predetermined playbooks that guide sales reps through quote creation with a simple form, powered by rules and automations you set on the backend.

Reps simply input key deal parameters — such as contract terms and payment preferences — and a quote is automatically generated with the right products, pricing, and discounts, all subject to the rules, approvals, and guidelines created behind the scenes.

Send and sign: Security you can count on

Identity Verification

Our Identity Verification suite helps you maintain compliance and protect your most sensitive documents by adding two new premium offerings — knowledge-based authentication (KBA) and ID check — with our SMS verification and passcode options.

With KBA, US-based signers are verified through personalized questions from their public records. Set custom limits, attempt thresholds, require correct answers, and track every verification detail in your document’s audit trail.

ID check, available in 250+ countries, matches your signer’s selfie to their government ID before they can view or sign documents.

You’ll also be able to verify if an ID check was successful in your document’s “Latest activity” section.

Send documents via SMS text

Speed up signing by meeting signers where they are — right on their mobile devices. Send documents via SMS text for instant delivery and faster completion while still maintaining the same compliance as e-signing via email.

Plus, track it all with verified phone numbers automatically recorded in your signature certificates.

eSign disclosure

Protect your business and build trust with customers by collecting documented consent for e-signatures.

With eSign disclosure, you can automatically capture signer acknowledgment before they’re able to access your documents, with timestamps recorded in both the audit trail and signature certificate for complete legal compliance.

Track and report: Contracts on demand

Contract Repository

Easily manage all your agreements in one place with our Contract Repository.

Create custom data fields to track key contract details — from terms and dates to obligations — then filter and search across your entire contract library.

You can also generate custom reports to analyze contract data across your entire organization.

Get paid: Keep revenue flowing

PandaDoc Payments

Stay on top of your incoming payments with a consolidated view of all payment requests tied to your documents.

Monitor pending, upcoming, and overdue payments at a glance, send timely reminders, and mark payments as completed when paid outside the platform, all from a single dashboard.

EU Stripe configuration

Set up Stripe as your payment gateway on our EU server to process payments from your European customers.

Connect your Stripe account to start accepting payments in local methods like direct debit across the EU, all seamlessly integrated with your PandaDoc documents.

Installments

Give your customers payment flexibility by breaking down large transactions into manageable installments.

Set up any number of payments with custom schedules, track each installment’s progress, and receive automatic notifications when payments are due or completed.

Plus, easily keep teams aligned with clear payment summaries and automated reminders.

Stripe data mapping

Map PandaDoc information directly into your Stripe records to maintain accurate customer and payment data.

Match existing Stripe customers to avoid duplicates, customize which fields sync between platforms, and automatically update Stripe records as soon as payments begin, all while reducing manual data entry.

QuickBooks Online integration

Link your QuickBooks products with custom PandaDoc templates to automatically create invoices and estimates.

Transfer financial data seamlessly between platforms, create and send invoices directly from PandaDoc, and keep customer information in sync across both platforms.

API: Scale without limits

Developer portal

Simplify discovery, self-service proofs of concept, and decision-making with our developer portal.

Find reusable steps for integrating, embedding, and developing custom capabilities in PandaDoc.

Product catalog API

Automatically sync your product data from your CRM, ERP, or other platforms with PandaDoc through our API.

Maintain a single source of truth for your product catalog without manual updates for recurring products, bundles, and tiered pricing.

Admin APIs

Scale your PandaDoc setup effortlessly with admin APIs. Create and manage hundreds of workspaces automatically while controlling user access and editing permissions.

Template APIs

Access webhooks to create a new template, update existing templates including names, roles, and new sections, and delete templates.

Track template changes in real-time with timestamps to monitor events, enabling version control, troubleshooting, and permissions management to ensure quality assurance and compliance.

Quote API

Pull existing quotes and create new ones programmatically through our quote API, streamlining your quote management process.

Document API

Skip manual field placement by creating a reusable layer of fields that sit on top of your templates.

This is perfect for documents with different content but identical field positions.

Place your fields once, save the layout as a template, and reuse it to create multiple documents.

One last thing: Easier access for your whole team

Single sign on (SSO) Self Service Add-On

Configure single sign on (SSO) through identity providers such as Okta and OneLogin using SAML 2.0.

Give your team secure, password-free access to PandaDoc while letting your IT team manage authentication and access controls from one central location.

Workspace collaboration just got easier

With our streamlined sidebar navigation, PandaDoc workspace owners can find settings faster and maintain better oversight of user licenses — all with fewer clicks.

Signing off

Everything we delivered in 2024, from these highlights to every small improvement, was built with you in mind.

Thank you for trusting PandaDoc with your business and we’re excited to help you achieve even more in 2025.

See you in 2025!