What's new on PandaDoc – September 2026
We brought three major features your team's been asking for in September. PandaDoc CLM keeps every agreement in one system from proposal through renewal. AI-powered search lets you find contract details in plain language. And a new Summary Page shows you the full agreement journey at a glance. Let’s get into it.
In the spotlight
CLM: One system for every agreement
From the moment a contract is signed, PandaDoc CLM captures the details, tracks the dates, and tells your team what's coming before there are any surprises. Automatically extract key terms and renewal dates from every agreement, so your team stays ahead of what needs attention.
Find what's inside your contracts by asking
Need to track a renewal date or see which vendor contracts auto-renew? Just ask. Search your documents in plain language, and PandaDoc pulls up the matching contracts using data AI captured from your agreements. No digging, no switching tools, just quick, accurate answers.
A new Summary Page shows the full agreement chain
When you finish sending a document, you'll see a Summary Page that shows every connected document as one chain. You get the full journey at a glance and can open the next step from one place. Details carry through automatically without manual data entry required.
Small, but mighty
Schedule documents to send at the right moment
Set a specific date and time, and PandaDoc sends it on schedule. Learn more about sending a document.
Change your workspace type anytime
Workspace type is no longer a one-time decision. Update it in workspace settings whenever you need to, without having to submit a support ticket. Learn more about workspaces.
Jump straight to document creation
Type pandadoc.new into your URL bar and you're in the editor. Learn more about guided document creation.
PandaDoc Pro Corner
From Creation to Renewal: Meet PandaDoc Contract Lifecycle Management
See how AI-powered CLM, intelligent agents, and native Word editing streamline your entire contract workflow in this live workshop.
That's it for September. More is coming next month. Got ideas or feedback? Drop it in the in-app AI chat.
The PandaDoc Team
| Best, The PandaDoc Team |
Author
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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