When you complete documents or make payments offline, it is handy to be able to make your PandaDoc records reflect this change. Being able to change the document status is important for keeping all of your signed contracts in one place.
Having eight document statuses, you can manually change your document status to four only: Completed, Expired, Paid, or Declined.
Please be informed that we've removed a restriction to link documents to CRMs in
document.draft status only.
Now you can easily link your documents in any status you want.
Send variable value as a link in the Create Document from PandaDoc Template request with Editor 2.0 and we automatically convert it to a clickable one.
Use the following format:
Upload images to Image blocks when creating a new document with the Create Document from PandaDoc Template request. Please note the image blocks in the template should be pre-set before creating a document.
Make your document dynamic with Content Placeholders and add content to a document in the creation request. Decide what Content Library Items to add (different countries' terms & conditions, pricing tables with predefined currencies, additional fields or product information, etc.) to the document based on the data merged. In addition, you can prefill fields/variables values, add items to pricing tables, and assign recipients to roles from the specific Content Library Item.
We've added new filtering options by dates in List Documents.
Now you can easily filter documents by:
We've added the possibility to set a signing order for documents created from PDF/templates via API.
In addition, we allow overriding of a signing order for documents from templates if the signing order was set in the template.
Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:
You can add a "Multiple choice section" to the pricing table when creating a document from a PandaDoc template. Document Signers can interact with the "Multiple choice section" and choose one product out of many in the section.