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📝 Release Notes - September 27, 2024

This update brings granular workflow permissions, improved CRM integration, and enhanced design settings for Product Bundles.

🚀 New Features & Enhancements​

🔑 Granular Workflow Permissions in Admin Settings​

  • More Control for Admins: Define who can create, edit, and execute workflows at a more granular level.
  • Role-Based Access: Assign specific workflow permissions to different user roles, ensuring better security and governance.
  • Streamlined Management: Prevent unauthorized modifications and maintain consistency across sales processes.

🔄 New Document CRM Side Panel for Salesforce & HubSpot​

  • Embedded Document View: Users can now view and manage PandaDoc documents directly from the CRM side panel.
  • Improved Visibility: Sales teams get better context by seeing relevant documents alongside CRM records.
  • Seamless Navigation: No need to switch tabs—access key deal documents without leaving Salesforce or HubSpot.

🎨 Design Settings for Product Bundles 2.0​

  • Customizable Bundle Layouts: Configure how bundled products appear in quotes and proposals.
  • New Display Options: Choose between compact or expanded views for better readability.
  • Enhanced Styling: Improved visual clarity for sales teams and customers, making product bundles more engaging.

🛠 Improvements & Fixes​

  • Performance optimizations for large workflows with multiple approval steps.
  • Bug fixes related to Salesforce sync and HubSpot quote attachments.
  • UI refinements for Product Bundles 2.0, improving clarity in pricing and selection.

This release enhances workflow security, CRM usability, and product bundling customization, delivering a more efficient and seamless sales process. 🚀