What's new on PandaDoc – June 2026

This month’s newsletter is all about helping you move faster with less effort: smarter writing, smoother quoting, and a more seamless experience for your team and recipients alike.

In the Spotlight

Send PandaDoc agreements from ChatGPT

PandaDoc is now available as a connector in ChatGPT. This allows you to generate agreements and proposals from prompts without ever switching platforms. Instantly apply your PandaDoc templates, insert fields, and send for signature, all in one AI-powered process.

Your built-in writing coach

Quickly improve the clarity, tone, and grammar of your agreements with simple prompts and one-click suggestions. AI-assisted editing works in real time to help you write faster, communicate more clearly, and reduce back-and-forth edits, so your documents get out the door more quickly.

White glove recipient experience

Your recipients deserve more than just a document, they deserve a great experience. With the recipient inbox, PandaDoc provides a secure, passwordless space where clients, customers, patients, or partners can access documents, manage preferences, and stay organized. It’s a smoother, more modern way to engage with every document you send.

Quote Builder does the math for you

Quote Builder makes it easier to build, customize, and send complex quotes. This feature now supports inline editing, CRM field mapping, product bundles, more recipient options, advanced sync with CRMs, and much more — all designed to help you create polished, accurate quotes with ease.

Small but Mighty

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

	Improving KBA accuracy and usability We’ve upgraded our Knowledge-Based Authentication (KBA) experience to align with trusted industry standards, like LexisNexis-style verification, giving recipients clearer, more relevant questions. This reduces friction and improves completion rates, especially in the kind of regulated workflows necessary for finance, tax, and legal. Learn more about KBA options here.
	Pay by Bank in the U.S. Collect payments directly from your customer’s bank account, no external gateway required. Pay by Bank allows for secure, low-cost transfers directly within the document workflow. It’s ideal for high-value B2B transactions, helping you reduce fees while keeping payments seamless. Learn more about Pay by Bank here.
	Improved field detection on PDFs Say goodbye to manual field placement. Our enhanced AI-powered field detection automatically identifies and places fields—like signatures, dates, and text inputs—with greater speed and accuracy. That means faster setup, cleaner documents, and less manual work. Learn more about field detection here.
	Copper CRM is now a native app Experience a more dependable and efficient workflow with Copper. We have swapped out the Chrome extension for a native PandaDoc application built directly into Copper to provide faster performance and more consistent data synchronization. Plus, you now have broader support across Companies, People, Opportunities, and Leads. Learn more about the Copper extension here.

PandaDoc Pro Corner

From Signature to Revenue: The Complete PandaDoc Payments Workflow

You've closed the deal… now make sure you get paid. This hands-on workshop walks you through the full payments journey in PandaDoc, from setting up your payment methods to collecting and tracking payments with confidence.

Signoff

As always, we’re focused on making PandaDoc faster, easier, and more powerful — so you can spend less time managing documents and more time getting outside this summer. More updates coming soon 👀

The PandaDoc ChatGPT app is included on all PandaDoc plans at no additional cost. Usage limits for paid plans are not currently in effect. PandaDoc reserves the right to introduce usage limits at any time.

Best, The PandaDoc Team