PandaDoc Unveils Major Dashboard, CPQ and Mobile App Updates

PandaDoc Unveils Major Dashboard, CPQ and Mobile App Updates

by The MTA News Desk   |   Dec 21, 2017

San Francisco, CA:  PandaDoc, the digital transaction management solution, today announced several major product updates, including:  

  • Enhanced Dashboard and Timeline now with revenue metrics;
  • The ability to lock pricing table content;
  • Exclusive pricing options within the pricing table;
  • Updates to the PandaDoc mobile app including PDF downloads and push notifications.

“Back in August, we introduced our new Dashboard to provide customers with valuable data to keep their business running efficiently and to improve document workflow,” stated PandaDoc CEO Mikita Mikado. “Today we’re happy to announce further enhancements that take these insights a step further. As our customer’s needs grow, our product will continue to evolve to meet those needs.”

PandaDoc helps accelerate the way organizations transact. It integrates with the world’s leading CRM’s, as well as ERP, payment, cloud storage, and other systems. PandaDoc has powerful features that enable businesses to easily generate, track and execute documents. Companies that run on PandaDoc are consistently reporting higher close rates, bigger deals, shorter sales cycles, full compliance and other improvements that relate to the final stages of the buying cycle.

Some of the updates to the PandoDoc product include:

  • Timeline combines activity and commenting into one
  • Timeline unites two of our favorite features, document activity, and built-in collaboration. The Timeline found on the right-hand side of the Dashboard view will detail any doc that has received recent activity. While customers can’t comment on a doc from here, they will receive a snapshot of previous comments, if any, on that document.
  • The documents will be listed in chronological order and will show the last three actions related to that document. Simply click View more activity, and the remaining activity will drop down.
  • Dates of status change keep you on top of things
  • On the old Dashboard, the date that corresponded with the document represented the creation date. But now that customers can see when a document moves to a new stage, this date becomes irrelevant for sent, viewed, and completed docs.
  • Now the new Dashboard will show the relevant date for the status that the document is in. You can even filter by date in the Smart List view.
  • Transparency in individual performance
  • Curious to know how many documents an individual on your team is working on? Now managers can take their reporting to the next level by filtering documents by document creator. This gives you visibility into an individual’s performance and the types of documents they work with every day.
  • All of these Dashboard features are now available for all plans. This new Dashboard is designed to help better track important changes to documents, so customers can react accordingly.

In September, we released a brand new mobile app so that users could take PandaDoc on-the-go. Since then we’ve gathered valuable feedback to make the app even better. These updates were designed to make gathering signatures easier and to save even more time.

  • Customers are now able to download a document to PDF right from the app. Just view the document and click the share icon in the upper right corner and you’re good to go.
  • This is a great added feature if you want to quickly forward a PDF to your contact.
  • Open a PandaDoc document from your email in the app, iOS users who use the mail client app can now click a document link in the email, and the document will open in the PandaDoc app


Editorial, MarTech Advisor

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