What's new in PandaDoc – September 2024

As we round the bend into the latter days of 2024, our train of newly released, efficiency-driving features keeps picking up steam.

The biggest development out of our engine room is PandaDoc CPQ for HubSpot, with a few other game-changers — knowledge-based authentication (KBA), installment payments, and currency formatting — generating their own fair share of heat.

We've also got another can't-miss episode of this newsletter's popular webinar counterpart coming up soon, so don't skip the registration button below.

In the Spotlight

Your ultimate HubSpot quoting solution is here

We're thrilled to unveil PandaDoc CPQ for HubSpot, the only natively integrated quoting solution within Sales Hub.

Our powerful solution lets you create clean and accurate quotes in a flash using quoting rules that can easily manage complex product catalogs, dynamic pricing, and custom discounts.

Enjoy an intuitive experience entirely within HubSpot — and watch your deals rocket from proposal to closed in record time.

KBA is the new way

Looking to strengthen your document security? We're now offering knowledge-based authentication (aka KBA), an increasingly common identity verification system. KBA requires document recipients to answer a few basic questions about their personal history, such as prior addresses, ZIP codes, and area codes. It's an ideal way to add a layer of protection to any sensitive document — from legal and financial to real estate and more.

Small but Mighty

The convenience of installment payments

Payments aren't adjustable caps: One size doesn't always fit all. So why not offer your customers the alternative of paying in installments and at custom intervals? They'll appreciate the options, and you'll appreciate the money still rolling in on schedule.

The flexibility of currency formatting

It's a global market out there, so it's crucial to present your pricing clearly and accurately to customers in their home currency. Our new currency formatting tool helps you cater to every customer's needs by ensuring accuracy in any quote you create.

Pro Corner

What's new in PandaDoc: The webinar

While you're here enjoying our What's New in PandaDoc newsletter, why not register for its companion webinar? Join us on Wednesday, September 25 at 12pm Eastern — we'll be showcasing our powerful new HubSpot extension, as well as advanced contract-management features and other major enhancements that’ll help you and your team create documents even more efficiently.

On the Horizon

Guided selling

Because every sales team loves sharing perfectly presented quotes with their prospects, we’re putting the finishing touches on a wizard-like experience that delivers quotes based on specific deal parameters. As for wizard-like hats — no promises, but we’ll do our best.

ID verification

Soon you'll be able to offer your document recipients the option of secure ID verification. It's a simple biometric process: A recipient enters a few bits of personal information before taking a photo of their government-issued ID, then another one of themselves.

That’s a Wrap

All this is just a taste of what we’ve been working on to help you smooth out any kinks in your document workflow.

As always, we’d love for you to help shape PandaDoc by sharing your lightning-bolt product ideas with us on UserVoice.