Hey there, productivity champion 👋

Welcome to the Year of the Horse, which is all about bold advancements, speed, and freedom. PandaDoc is following suit with smarter workflows and seamless automation that helps teams move faster without losing control. This month’s PandaDoc updates are packed with things worth getting excited about. From AI that actually gets you to payment functionality you can trust, PandaDoc is even more delightful for you and your recipients to use.

In the spotlight

AI email suggestions

Writer’s block? Not on our watch. Now you can generate personalized email drafts instantly when sending documents. Just pick your tone (friendly, formal, or straight-to-the-point) and let AI do the heavy lifting. It’s like having a really helpful coworker who never needs a coffee break.

AI shortcuts

Your new secret weapon for getting things done faster. With AI shortcuts, you can search, organize, summarize, or track recipient analytics in seconds. These conversational shortcuts turn your most tedious tasks into quick wins, no manual hunting required.

AI data extraction

Let AI do the boring stuff. AI data extraction automatically captures critical contract data (dates, terms, values, you name it) from every new document. Search, filter, and report across your entire portfolio without breaking a sweat. Your spreadsheets will thank you.

Payments for Starter and Free plans

Big news for our early-stage rockstars: We’re bringing full payments functionality to Starter and Free plans via Stripe. Now all PandaDoc customers can accept payments, meaning zero friction with maximum flexibility. Get paid faster, impress clients, and keep your competitive edge sharp.

Small but Mighty

Sometimes the best updates are the ones you feel rather than see.

	Enhanced recipient signing experience  We’ve given the signing journey a serious glow-up: mobile-optimized navigation, fewer clicks, clearer guidance, and a sleeker interface. Your document recipients will breeze through signatures like never before. Check out how to enhance the recipient experience with these settings.
	Notary: Pre-session ID verification More control plus more security equals more peace of mind. Signers can now complete identity verification before connecting with a notary, making on-demand notarization sessions shorter, faster, and more efficient. This release covers single-signer sessions, which represent 40% of all on-demand volume. Learn more about ID verification.
	Notary: Custom digital certificates Some states, such as Texas and Kentucky, require notaries to use an x.509 digital certificate issued directly to them. If this applies in your state, you’ll need to enable signing with a custom digital certificate in PandaDoc Notary. Learn how to get one.

Pro Corner

PandaDoc Admin Certification

New to PandaDoc or just want to nail the fundamentals? This comprehensive course walks you through essential setup and configuration. It’s perfect for getting your workspace humming like a well-oiled machine.

PandaDoc Admin Advanced Certification

Ready to become a PandaDoc power user? Go beyond the basics with advanced capabilities that drive efficiency, automation, and revenue growth across your entire organization. Your workspace will never be the same (in the best way).

What’s New in PandaDoc: Template & Document Creation Workflow

We’re hosting our next live, instructor-led virtual training on March 25th at 12:00 PM ET! Learn document workflow best practices, see workflows in action, and get your questions answered in real time. Save your spot and come ready to level up.

On the horizon

	Redesigned editor  We’re rebuilding the editing experience from the ground up. It will be faster, simpler, and more intuitive. Expect a smoother performance, better usability, and functionality built to scale with you.
	Building documents will be easier than ever The less time you spend creating documents, the more time you have for the work that actually matters. We’ll be rolling out updates that make it easier (and faster, if you can believe it) to create and send documents in PandaDoc. We’ve reorganized key parts of the platform so that it’s simpler to find what you need and never miss a step.

…And that’s a wrap for Q1!

We’re constantly building, improving, and dreaming up ways to make your work life easier (and maybe even a little fun). Got feedback? Questions? Big ideas? Submit them to the PandaDoc Idea Portal →