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PandaDoc Adds Key Product Updates



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PandaDoc has announced key updates to its document management platform.

The PandaDoc document management platform is a unique digital transaction management solution, helping accelerate the way organizations transact. PandaDoc has features that enable businesses to easily generate, track and execute documents, including proposals, contracts, quotes and e-signatures.


PandaDoc allows customers to lock individual content blocks within a template or content library item from editing by a document creator. With this release, PandaDoc has now taken this a step further by providing the same functionality within the pricing table. When this feature is enabled, a team member can change only the editable columns within the pricing table, and they can only add items from the catalog and remove rows if the selected column allows for edits.

PandaDoc pricing tables offer users a multitude of options, so they can put their best foot forward and provide their clients with options that are best fit for their business. In addition to making pricing optional, customers can now provide recipients with a multiple choice pricing option, allowung recipients to choose pricing that is the best fit.

Many PandaDoc customers needed to attach additional documents or file to their quotes, proposals and contracts, but didn’t want to add them inside the body of their PandaDoc document automatically. Now customers can add additional attachments to their documents. The attached files feature allows customers to add a file of any type (PDF, Word, etc.) to their documents. The file size can be a max of 50MB, and up to 10 different files can be attached to one document.

And, finally, last year, PandaDoc made updates to the PandaDoc mobile app to improve the overall functionality for users who are on the go. Many of those customers wanted to be able to sign documents outside the office, on their iPad or Android tablet device. This ability is now built into the PandaDoc mobile app and is beneficial for sales reps who are in the field and want to get documents signed fast. The tablet app also features the PandaDoc tracking functionality, so customers can continue to monitor their documents on their tablet in addition to their mobile phone and their desktop.

To learn more about PandaDoc, visit PandaDoc.com.


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