What's new in PandaDoc – March 2025

Sales efficiency isn’t just about closing deals faster — it’s about closing bigger, better deals with less effort.

That’s why we’re thrilled to announce PandaDoc CPQ for Salesforce, bringing automated quotes, standardized approvals, and scalable playbooks right where your team already works.

We’ve also released new Room Insights that give you even more visibility into how buyers engage with your content.

And coming soon, our Stripe integration will bring smarter billing and deeper financial insights to help you drive business growth while our enhancements to PandaDoc CPQ for HubSpot will soon include powerful subscription management and payment capabilities.

In the Spotlight

Quotes that close: Bringing CPQ power to Salesforce

PandaDoc CPQ for Salesforce is here, bringing intelligent quote creation right where your team already works. 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 powerful add-on turns quote management into a strategic advantage, combining clear pipeline visibility with compliant pricing across your organization. Plus, our expert team, not pricey consultants, does the implementation.

Small but Mighty

Turn Rooms activity into action

Introducing Room Insights, a new analytics view that shows you exactly how prospects engage with your content. Track sales room views, task completion, open rates, and content engagement in four easy-to-read charts — no more piecing together audit trails to understand buyer behavior.

Spot buyer interest, anticipate questions, and keep your mutual action plans moving forward with one-click reminders right from your room.

Multiple documents, one clear view

Sending multiple documents together? Now you can see exactly how recipients engage with your document bundles.

Track time spent per page and viewing patterns across your entire document bundle, giving you complete visibility into recipient engagement. Whether you’re sending single or bundled documents, you’ll have the insights you need to move deals forward and speed up contract renewals.

Pro Corner

PandaDoc CPQ for Salesforce: Integration 101

Get your team up and running with PandaDoc CPQ for Salesforce! Our new 45-minute on-demand course is designed specifically for account owners, admins, and managers.

Through expert-guided training, you’ll learn integration setup, automated workflow building, and quote management techniques. Set your team up for success with streamlined processes for creating accurate, customized quotes — all without leaving Salesforce.

On the Horizon

Simplified billing and revenue tracking in Stripe

Get ready for a more powerful Stripe integration. Soon, HubSpot and Salesforce CPQ customers will be able to create group invoices for streamlined payment collection, access detailed usage analytics with metering support, and link CRM deal data directly to Stripe for better revenue recognition.

From simplifying complex billing processes to unlocking data-driven sales strategies and ensuring financial compliance, teams will soon be able to handle the complete quote-to-cash process more efficiently while gaining deeper insights that drive business growth.

Take your HubSpot CPQ experience to the next level

We’re enhancing our PandaDoc CPQ for HubSpot with powerful new capabilities to simplify your quoting and billing process. Soon you’ll be able to configure complex product bundles while creating quotes, manage subscriptions directly in HubSpot with our Stripe billing integration, and modify offers with flexible payment plan updates, including proration capabilities.

These enhancements will work together to eliminate manual errors, improve efficiency, and allow you to manage your entire quote and billing lifecycle without ever leaving HubSpot.

…And that's a wrap

From automating complex quotes in Salesforce to gaining deeper insights into buyer engagement, these updates are designed to help your team work smarter and close more deals with confidence.

And with enhanced billing capabilities on the horizon, we’re committed to making your quote-to-cash process even more seamless in 2025.

Here’s to closing bigger deals together 🙌