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What's new on PandaDoc – August 2026

August 11, 2023 -4min

It's been a busy couple of months, and we've got a lot to show for it. Here's the roundup — new ways to work with AI and a few fixes you'll feel immediately.

In the Spotlight

PandaDoc AI chat interface responding to a request to draft and send a mutual NDA, asking clarifying questions about jurisdiction and NDA type before generating the document.

PandaDoc is now in Claude

If you use Claude to draft proposals, contracts, or NDAs, you can now send them for e-signature without ever leaving Claude. Connect your PandaDoc account, apply a template, assign fields, hit send. That's it! No copy-paste, no tab switching, no finishing it somewhere else.

*Paid plans enjoy unlimited usage for a limited time.

PandaDoc document editor showing a Sales Contract between Sealdocs, Inc. and ACME Corp., with an AI-powered Data panel on the right auto-populating fields like document type and counterparty name.

Contract management, reimagined

AI data extraction captures 100+ critical details from your documents, makes your entire library searchable and reportable, and sets renewal alerts automatically, so nothing gets missed.

PandaDoc Variables panel prompting a user to fill in empty fields like Client Company and Address, with the AI assistant open on the right offering to help populate the document using context like call transcripts or email threads.

Autofill document variables from context

Skip all the tab-switching and manual retyping. Paste a CRM record, call notes, email thread, or other data into PandaDoc. Our AI now maps relevant details (like client name, deal value, address,

Small but Mighty

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

Drag to reorder icon

Drag and drop inline quotes

You can now drag rows and columns to reorder them. If you've ever deleted an entire row just to move it two spots up, this one's for you.

See how it works.

Edit document icon

Simpler DOCX uploads

When you upload a DOCX file, PandaDoc no longer asks whether you want to make it editable. It defaults to non-editable, which is what most people wanted anyway. It’s one less click to think about.ou reduce fees while keeping payments seamless.

Check it out.

Document checklist icon

More flexibility in every document

The Document Properties Panel now lets you connect a CRM integration or enable payments on any document, no template changes needed. Set it up once, right there in the document, and you're good to go.

See it in action.

Sync or refresh icon

HubSpot users, this one’s for you

We split the HubSpot connection into two buttons: one for pulling data into your documents and one for syncing back to HubSpot. More control, less guessing about what's connected to what.

See what's new.

PandaDoc Pro Corner

PandaDoc Live Workshops banner for "Meet the New PandaDoc Experience: Live Walkthrough of What's Changed and Q&A," showing three session speakers and a Session Recording Available label.

Get the most out of the new PandaDoc experience

This live walkthrough covers the new PandaDoc interface, including updates to documents, approvals, forms, and integrations — plus a Q&A with our product team. The recording is ready whenever you are.

Signoff

That’s the latest from us. Look out for more coming soon, and as always, if you've got ideas or feedback, we'd love to hear them. Drop them in our Idea Portal → https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc.

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Best,

The PandaDoc Team

Author

Anna Gallese - Avatar

Anna Gallese

Product Marketing Manager, eSign and Enablement

Anna Gallese is a Product Marketing Manager at PandaDoc, where she blends storytelling, strategy, and sales enablement to help revenue teams connect product value to real-world customer outcomes. With a background in enablement and a passion for simplifying the complex, Anna has built impactful programs that drive adoption, fuel growth, and empower teams to sell smarter. When she’s not crafting go-to-market strategies or collaborating on launch plans, you can find her exploring the outdoors with her doggy named Happy or traveling to new places just to taste their cuisine.

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