From meeting year-end quotas to securing 2025 success, Q4 is when your business kicks into high gear.
This quarter, we’ve delivered powerful ways to secure and optimize your business, like our new Identity Verification suite and recurring payments, so you can start the new year strong without worrying about document security or payment delays.
And for you Salesforce users, we’ve saved the best for last.
Our upcoming PandaDoc CPQ for Salesforce brings automated quotes, standardized approvals, and scalable playbooks to small businesses — built natively in Salesforce.
Keep reading to learn how PandaDoc helps your reps close deals faster while getting you up and running in weeks (not months) at a price that fits your budget.
In the Spotlight
Verification that fits every signature
We’ve launched PandaDoc Identity Verification with two new premium security options: Knowledge-based authentication (KBA) and ID check.
Bundled into one comprehensive suite alongside standard SMS verification and passcode options, this new solution helps you confidently protect sensitive information and maintain compliance in every document interaction.
Plus, you’ll have the flexibility to choose the right level of security for every signature — from simple passcodes for routine documents to premium verification for your highest stake agreements.
A year of major PandaDoc updates
From streamlining complex quoting workflows with PandaDoc CPQ for HubSpot to introducing flexible payment options, 2024 marked a year of powerful updates that helped teams work smarter and close deals faster.
Catch all our game-changing releases in our detailed blog post!
Small but Mighty
Workspace collaboration just got easier
Workspace owners can now upgrade guest users to standard licenses, either from the Teams & Setting page or directly from within a document, allowing teams to easily extend full collaboration features to key contributors when they need it most.
Recurring revenue your way
We’ve put recurring payment flexibility in everyone’s hands.
Now, customers with any PandaDoc plan can configure Stripe subscriptions (weekly, monthly, or annually) right from pricing tables, manually specified amounts, or quote builder.
Pro Corner
PandaDoc CPQ for HubSpot: Integration 101
Transform your team’s quoting process with PandaDoc CPQ for HubSpot!
In just 30 minutes, you’ll learn how to create accurate, customized quotes directly in HubSpot.
With step-by-step guides, videos, and interactive demos, you’ll master efficient quoting processes that save your team hours and close deals faster.
On the Horizon
Your Salesforce CPQ solution is coming…
Accelerate your sales cycle with seamless quote creation, right where your team already works.
With PandaDoc CPQ for Salesforce, 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 add-on will provide the visibility you need to spot bottlenecks and revenue opportunities, so your team can focus on strategic growth instead of troubleshooting quotes.
Smart deal tracking in Rooms
Help reps stay on top of every deal with visual progress tracking built right into mutual action plans.
Now they can instantly spot potential roadblocks, track critical milestones and deadlines in real-time, and keep buyers aligned – shifting conversations from next-step check-ins to strategic discussions that move deals forward.
…And that’s a wrap
These updates are just the beginning of how we’re helping you accelerate growth and eliminate bottlenecks in 2025 and beyond.
That said, great products are built with customer input – so share your ideas with us on UserVoice and help shape what’s next!
And until then, see you next year. 😉
