Platform-hopping isn’t just annoying — it’s bleeding your bottom line dry. Every switch wastes precious minutes, introduces costly errors, and fractures your team’s momentum.

That’s why we’re bridging the gap between PandaDoc and your essential business tools.

Our new PandaDoc CPQ for PipeDrive brings guided selling and perfect data harmony via two-way sync right where your sales team already works, adding to our suite of native CPQ integrations with HubSpot and Salesforce.

Once your deals are won, our QuickBooks Online integration simplifies your quote-to-cash process right inside PandaDoc.

And coming soon, our AI beta program will revolutionize how you create, manage, and organize documents, while our PandaDoc CPQ for monday.com CRM will deliver two-way syncing and guided selling that empowers your entire team.

In the Spotlight

PandaDoc CPQ for Pipedrive: Quote, sync, and close

PandaDoc CPQ for Pipedrive has arrived, bringing intelligent quote creation and guided selling right where your sales team already works.

Create accurate quotes, eliminate pricing errors, and accelerate approvals without ever leaving Pipedrive.

Plus, our enhanced two-way data sync ensures your CRM and documents stay in perfect harmony as information flows automatically between systems.

Entire revenue teams can experience increased efficiency and productivity with both solutions working hand in hand.

Effortless invoicing with QuickBooks Online

Generate estimates and invoices directly from PandaDoc contracts, with automatic syncing to QuickBooks Online. Add QuickBooks products to PandaDoc pricing tables and create new ones on the fly.

You can even create new customers or link documents to existing customers based on your document information. Sync customer and product data automatically, eliminate manual data entry, reduce errors, and maintain accurate financial records throughout your entire quote-to-cash process.

Small but Mighty

Simplify recurring payment collection with Stripe

Now you can collect payments from your customers on a recurring basis directly from your PandaDoc documents, without needing to go through quote builder.

Establish automatic billing cycles, maintain steady cash flow, and reduce payment collection administration, while still offering your customers a smoother payment experience.

Power up your API capabilities with new endpoints

Our latest API enhancements let you update documents with images, create templates from URLs, track SMS consent, generate editing session tokens without adding users, and automate workspace setup with programmatic API key creation.

These powerful upgrades accelerate integration development, eliminate manual processes, and maintain communication compliance while reducing development overhead and creating a frictionless experience for your customers.

Add payment backups and work without worry

Now you can add multiple payment methods to your PandaDoc account to prevent failed transactions. This simple enhancement ensures uninterrupted access to PandaDoc even when a primary payment method fails.

Pro Corner

Full training for PandaDoc Administrators

Designed for PandaDoc users with an Account Owner or Admin role, this 60-minute course provides a complete walkthrough of everything you need to confidently manage your account.

You’ll learn how to configure account settings, manage integrations and content, and create templates and internal processes for your team.

The course features step-by-step video tutorials, feature overviews, and interactive guides to help you apply what you’ve learned in a hands-on way.

Upon completing the course, you’ll have the opportunity to earn a PandaDoc Administrator Certification, recognizing your knowledge and giving you a credential to share with your team and showcase on LinkedIn.

On the Horizon

Transform your quoting process without leaving monday.com

Good news for monday.com CRM users! PandaDoc CPQ for monday.com is coming soon, and with it two-way syncing that ensures monday.com CRM remains your single source of truth, and guided selling that eliminates pricing errors.

Create accurate quotes, streamline approvals, and close deals faster without ever leaving your monday.com workspace. The native CPQ solution is built for teams that crave customization and efficiency, empowering sales, marketing, customer success, and operations to collaborate seamlessly.

With data flowing automatically between systems, your entire sales process becomes more efficient and productive.

Be the first to experience PandaDoc’s AI capabilities

We’re thrilled to announce an exclusive beta program for our new AI capabilities, including document conversion, smart organization, and AI template generation.

This is your chance to influence the future of PandaDoc while gaining a competitive edge with next generation document automation.

Ready to elevate how you create, manage, and organize documents?

Register your interest here or contact your Customer Success Manager to secure your spot in this limited opportunity.

There’s more to PandaDoc than documents

Behind the templates and e-signatures is a bigger mission: to make work feel less like… work. We’re excited to share our story and what we really stand for.

If you’ve ever felt like running a business shouldn’t be this complicated, this one’s for you.

…And that’s a wrap

Whether you’re accelerating your sales cycle with PandaDoc CPQ for Pipedrive, simplifying billing through QuickBooks Online, or enhancing developer productivity with our expanded API capabilities — every improvement focuses on eliminating platform-hopping and keeping your team productive.

And with our upcoming monday.com integration and exclusive AI beta program on the horizon, we’re continuing to build powerful connections that will transform how you create, manage, and close deals.

Everything we build is designed with one purpose: to help you reach your business goals faster and with less friction.