Now in 2021, the PandaDoc development team has pretty much delivered on the feature parity we needed.
So as we make the jump to using EV2 by default, here are three cool new features we like best!
1. PandaDoc Canva Integration
PandaDoc Canva Integration is only available in PandaDoc Editor 2.0 (EV2)
If you’re trying to create beautifully designed documents within PandaDoc, but you don’t have a team of dedicated design resources, then the Canva integration might be just what you need.
Canva is the world’s fastest-growing online design platform that allows you to easily and quickly create high-quality graphics and designs, all without the need for expensive tools.
The PandaDoc Canva integration will take your digital documents to the next level by giving you access to Canva’s extensive library of graphics, illustrations, fonts, and templates that you can seamlessly drop into your PandaDoc.
We love using Canva within PandaDoc, to create a new graphic to add to a template, document or just for the content library, and saving it from Canva directly to PandaDoc.
And yes the PandaDoc Canva Integration works fine with the free version of Canva!
2. Attach Files
Attaching files to a document was possible in Classic Editor, but is much more visible in Ev2, sitting between pages within the main document, right where people want to see and download them,
If you are busy sending files back and forth then you aren’t providing everything your client needs in one go.
Use the Attachments feature to add a file of any type (PDF, Word, Etc.) to your documents and templates to streamline your workflow. The file size can be a max of 50 MBs, and you can attach up to 10 different files per document.
Here is where you enable the Attachments app in your document
At HubDo we are focusing our news on PandaDoc Editor 2.0 or EV2, because now that EV2 can do "pretty much" anything the Classic Editor EV1 could do, the main development work for more new features is all in EV2.
That covers our three favourite newest PandaDoc abilities to create and send proposals faster in 2021.
What is coming up looks great too. We will share more when new features are released released in the weeks ahead.
Pete Nicholls is the Founder of HubDo, a global SaaS integrator and service provider. Pete works with consultants who want to send proposals and close deals easier and faster but are unsure how best to integrate and automate that with their CRM. As HubSpot Certified Trainer, Pete supports hundreds of agencies and their clients to automate proposals using HubSpot CRM, PandaDoc and Zapier.