Settings and activity

Enable one-source of truth in Salesforce

Format numeric values in the Pricing Table to make them appear as a percentage, plain number, or dollar amount. Choose the number of decimals shown to the viewer.

Redirect URL after document is finalized ( set per template or document via API )

The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

Enable much higher flexibility in the Pricing Table with Excel-like formulas that allow summing up the columns you like or aggregating a total based on custom rules.

For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.