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📝 Release Notes - January 17, 2025

This update brings powerful new features to approvals, workflows, forms, and integrations, along with front-end enhancements and API updates.

🚀 New Features & Enhancements​

🔹 Approval Process Enhancements​

  • Approval Reasons: Approvers can now easily see why an approval request was triggered, helping speed up decision-making and ensuring transparency.

📄 Quotes & Forms Improvements​

  • Custom Fonts in Quotes (Workflow-Based): You can now apply custom fonts when generating Quotes within a Workflow, ensuring brand consistency.
  • Conditional Product Display in Forms: Configure a form to show or hide products dynamically based on answers to other questions, enabling smarter guided selling.

🔗 Salesforce Enhancements​

  • SFDC 2-Way Sync: Connect multiple PandaDoc workspaces to a single Salesforce instance, enabling seamless sync across different teams or regions.
  • SFDC Fallback Connection: Workflows now default to using a user or workspace connection for Salesforce, preventing sync issues when primary connections are unavailable.

🛠 Improvements & Fixes​

  • Implemented front-end enhancements for Lookup Tables, improving the user experience.
  • Resolved several bugs related to workflow execution and UI inconsistencies.

🔧 API Updates​

  • New API Endpoint: Released an API for listing Public Workflows, enabling programmatic access to published workflows.