Remember when documents were just… documents? You’d create them, send them, sign them, file them away, and move on with your life. Simple times.
But somewhere along the way, documents became the backbone of how businesses actually run. They’re not just the final step anymore—they’re the thread connecting your CRM to your pricing, your contracts to your payments, your sales team to your legal team, and, most importantly, they’re promises you make to your customers. And every document is part of keeping that promise.
As documents evolved, so did the expectations around them. Teams needed systems that could actually keep up and tools built for how work actually gets done.
So this year, we did something about it. We spent 2025 making PandaDoc work harder so you don’t have to. We built integrations that actually feel integrated. We added security features that don’t slow you down. We made payments something that just… happens.
Here’s everything we built for you this year—and why it matters.
Create
We made it easier to build documents that work with the rest of your stack
Your books stay clean
Our QuickBooks integration made finance teams very happy. No more manually re-entering contract data into QuickBooks. No more reconciling from screenshots. No more wondering which version of the contract is actually final.
Now the data flows from quote to contract, to invoice to your books automatically. Finance teams have one source of truth and zero manual data entry, exactly how it should be.
Sell
Your CPQ lives inside Salesforce
We launched PandaDoc CPQ for Salesforce in Q1, and it changed the game for a lot of revenue teams.
Here’s what we heard for years: “I love PandaDoc, but my reps live in Salesforce. They don’t want to jump to another tool. They don’t want to copy data. They just want to create a quote and get back to selling.”
Fair point. So we built CPQ that lives natively in Salesforce. Your reps answer a few questions about the deal — company size, product mix, term length—and PandaDoc generates a quote that matches your pricing rules, margin requirements, and approval workflows. No tab-switching, no copy-pasting, no hunting down the latest pricing spreadsheet, it all happens in Salesforce.
PandaDoc CPQ came to Pipedrive
After launching CPQ for Salesforce, we knew there were thousands of teams running incredible businesses on Pipedrive who deserved the same experience.
So PandaDoc CPQ for Pipedrive brought that same native, integrated quoting magic to Pipedrive users. No more spreadsheets pretending to be CPQ. No more duct-taped workflows. Just clean quoting, real-time data sync, and pricing rules that actually enforce themselves.
If you’re a Pipedrive team, you know how rare it is to find integrations that feel truly native to the platform. But we built this one properly. Because you deserve tools that feel like they belong together.
Securely send and sign
We added enterprise-grade security that’s actually intuitive, fast, and simple to use.
High-stakes signatures that don’t slow you down
Our QES multi-signer brought Qualified Electronic Signatures to documents involving multiple stakeholders. Think: real estate transactions with five parties, corporate contracts needing sign-off from legal, finance, and executives or deals where “click to sign” just isn’t enough and you need genuine, verifiable, high-assurance signatures.
Life sciences teams can finally modernize their process
21 CFR Part 11 support opened doors for life sciences and healthcare organizations to bring their compliance-heavy documents into PandaDoc while meeting FDA regulatory standards.
For years, these teams relied on outdated systems that couldn’t keep pace with modern workflows. Now they can use contemporary document software while maintaining full regulatory compliance. Clinical trial documents, lab protocols, regulatory submissions—all in PandaDoc, all compliant, all faster than before.
Track and report
We gave you visibility into what’s actually happening with your documents.
Actually see what’s happening in your Deal Rooms
Rooms Insights gave revenue teams something they’d been asking for forever: visibility into what’s actually happening inside your shared deal spaces.
You know that feeling when you send a proposal and it just… goes quiet? You’re sitting there wondering, “Did they open it? Did they share it with their team? Are they ghosting me, or are they in internal meetings talking about it?”
Now you know. Rooms Insights shows you who’s looking at what, how long they’re spending on each page, who they’re sharing it with, and where they’re spending the most time. It’s like having X-ray vision into your pipeline.
Document analytics that drive strategic decisions
Document Insights gave GTM and RevOps teams clearer engagement data.
Not just “document viewed” timestamps — real insights. Where are people dropping off? Which sections are they reading three times? Where’s the friction in your workflow? When should someone from your team step in to help close the deal?
This is the kind of data that helps you fix your process, improve your templates, and close more deals.
Getting your business paid
We closed the gap between signed contracts and actual revenue.
You can finally get paid without the awkward back-and-forth
Here’s something nobody talks about: a signed contract is great, but it’s not revenue. Revenue is when the money actually hits your account.
This quarter, we focused on closing that gap.
Recurring payments with Stripe made subscriptions and retainers way easier to operationalize. You set it up once, and it just keeps working. No more manually creating invoices every month. No more chasing down expired credit cards. Just reliable, automated revenue.
Backup payment methods meant fewer failed payments and fewer awkward “Hey, your card was declined” emails. Your customer adds a backup card, and if the primary one fails, the backup kicks in automatically. Everyone’s happier, everyone gets paid.
Stripe invoicing rounded out the payments picture. Clean, professional invoices that connect directly to your contracts and automatically sync with your accounting system.
Invoicing isn’t glamorous. But getting paid reliably, on time, without drama? That’s deeply satisfying. So, that’s what we built.
API
We gave developers better tools to build on PandaDoc.
Developers got more flexibility
We expanded our API endpoints throughout Q2, giving developers more flexibility to build custom integrations, automate workflows, and connect PandaDoc to their unique tech stack. If you’re the person who builds the internal tools that make your company run, this was for you.
Integration got even easier for developers
API automated SDK generation made life easier for developers who integrate with PandaDoc. No more hoping the documentation is up to date. No more months of custom plumbing. Just clean, modern tooling that generates SDKs automatically and works the way you’d expect.
If you’re the person who builds integrations at your company, this one’s got you covered.
On the horizon
AI that goes beyond the status quo
AI was everywhere in 2025. Almost every company had an AI announcement… but most of them overpromised and underdelivered.
We’re taking a different approach. Instead of building another chatbot that gives suggestions, we’re building an execution layer. AI that actually creates documents, populates data, and routes workflows.
AI shortcuts in PandaDoc will let you draft, refine, and adapt content directly inside your documents. Need to make your proposal more formal? Done. Want to translate it for an international client? Done. Have to adapt your standard contract for a weird edge case? The AI will understand your template structure and help.
It’s like having a smart colleague who never sleeps and has memorized every document you’ve ever created.
This is currently in Early Access Program, with our full release coming in 2026 to a PandaDoc platform near you.
The receipts: what everyone else said about us
We shipped a lot this year, and there are more exciting things to come! But what matters more than what we think is what you think — and how the thousands of other teams using PandaDoc every day feel about us.
This year, PandaDoc earned a staggering number of G2 badges:
- G2 Best Software awards (Top 50 and Top 100) for 2025
- Grid® Leader badges in E-Signature, Proposal Software, Contract Management, Document Generation, and CPQ at global, regional, and enterprise levels
- Leader badges in niche categories like E-Signature API
- Seasonal badge refreshes (Winter, Summer, Fall) across all major product pages
Those aren’t just trophies for our office wall. They’re signals that what we’re building is working for real teams with real stakes. That the late nights debugging edge cases mattered. That the customer feedback we incorporated made a difference.
So thank you, seriously. Your reviews, your feature requests, your “Hey, what if PandaDoc could…” messages shaped this roadmap more than any internal brainstorm ever could.
What this all means for you
If 2024 was about proving PandaDoc could power your entire quote-to-cash journey, 2025 was about making it feel effortless.
We built CPQ that lives in Salesforce and Pipedrive. We added high-assurance signatures that don’t slow you down. We made payment workflows automatic instead of something you had to chase down. We’re bringing AI into your documents in ways that will actually help. We gave you visibility into your deals. We made the whole experience cleaner, faster, and more reliable.
We did all this not because we’re obsessed with features, but because we’ve sat in way too many meetings that could have been avoided if the tools just worked better. Because we’ve seen too many deals delayed by preventable friction. Because we believe the operational work — documents, workflows, getting paid — should be so smooth that you can focus on what actually matters.
Thank you for trusting PandaDoc with the documents that move your business forward.
If you’re already using these capabilities, we’d love to hear how they’ve changed your average workday. What’s working? What could be better? What should we build in 2026?
And if you’re still running parts of your process on spreadsheets or makeshift solutions, maybe now’s the time to see what a fully connected PandaDoc setup can do.
Explore what’s new in PandaDoc or talk to our team about bringing these upgrades into your stack.
Here’s to fewer broken workflows, more closed deals, and making 2026 even better.
—The PandaDoc Team
