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📝 Release Notes - October 25, 2024

This update introduces powerful enhancements to forms, rules, and quoting workflows, making it easier than ever to customize user experiences, automate logic, and streamline sales processes.

🚀 New Features & Enhancements​

📋 Conditional Display of Questions & Options in Forms​

  • Dynamically show or hide questions based on previous responses, enabling smarter guided selling flows.
  • Reduces unnecessary inputs and simplifies the sales process.

📄 Add Contacts to Documents in Quoting Workflow​

  • Sales teams can now add a sender or recipient dynamically while generating a document.
  • Streamlines document preparation and ensures all necessary parties are included automatically.

📏 Advanced Rule Enhancements​

  • Excel-like Logic in Rules: If a customer can implement it in Excel, there's a 99% chance it can be replicated in PandaDoc Rules. 🚀
  • Auto-suggestions for References: Smart auto-suggestions now make it easier to reference variables and apply logic efficiently.
  • List Handling Upgrades: Ability to refer to the first element or all elements in a list when setting conditions. 🍬🍬🍬
  • New Rule Lister Design: Improved usability and clarity when managing rules. 🤩
  • Run-time Errors in Rule Lister: Errors are now displayed directly in the rule editor, making it easier to debug and fix logic issues.

📦 Inline Editing of Product Bundles in Quote Builder​

  • Unlocks the ability to customize bundled items directly within a quote.
  • Users can now edit bundle contents, apply taxes, discounts, and fees inline—no need to modify catalog settings.

📊 CSV Import & Export for Recurring Products​

  • SalesOps teams can now import and export recurring products via CSV, making it significantly easier to manage subscriptions.
  • Reduces manual effort and improves accuracy when updating product catalogs.

🛠 Improvements & Fixes​

  • Various UI enhancements for Rule Builder and Quote Builder.
  • Optimized performance when handling large rule sets and complex product bundles.
  • Fixed an issue where conditional form logic wasn’t applied correctly in certain scenarios.

This update expands PandaDoc CPQ’s automation capabilities, making rule-based pricing, product bundling, and guided selling more powerful than ever. 🚀