As we continue to evolve PandaDoc, we aim to deliver you even more value by actively listening to your feedback, adapting to your needs, and growing alongside you.
This update represents the first step in the continuing evolution of our product. We’re working on unifying your experience and making it easier to understand and simpler to use. We will continue listening to your feedback and adding enhancements regularly.
This article provides an overview of the upcoming changes to PandaDoc’s navigation and answers several common questions.
Watch an overview video:
What changes are coming?
We're excited to introduce you to our refreshed and improved interface that we’ll be releasing in 2023. Our goal is to ensure that you enjoy a seamless and pleasant experience while using PandaDoc.
Our new navigation will allow you to:
- Easily find the apps you need by using our simplified and reorganized navigation
- Discover all our powerful add-ons in our new Marketplace
- Enjoy the same intuitive experience across all apps
- Instantly switch between workspaces using shortcuts Cmd+K / Ctrl+K to activate the Jump to dialog.
Within the Apps section, you'll find a convenient grouping of all the apps that help you streamline your workflow, such as Documents, Notary, Automations, Contacts, and more.
Introducing the same experience across all apps
We’ve designed a more intuitive and uniform way for you to work with PandaDoc apps, while also providing a consistent experience when you switch between them. Use our new top navigation to quickly switch between application pages.
This is just the beginning of the upcoming updates. Stay tuned.
When will these changes become available?
We’re planning to release an update this year with some users seeing a new UI after opt-in as early as August. We’re working to ensure that this transition goes as smoothly as possible, so we’ll be following an interactive approach by taking your feedback into account every step of the way.
Do I need to do anything?
No, there’s nothing for you to do. We’re taking care of every part of this transition for you, including making sure that all your files, documents, templates, proposals, and quotes remain safe.
It is possible that your account is on the list of users who were granted early access to this update.
To enable the new version, simply navigate to Settings > Early access. From there, you can easily enable new version for specific members of your workspace so they can become familiar with it at their own pace.
If you are unable to see this section, please send us an email to email@example.com, and we will add you to the waiting list.