Add a robust digital document functionality to your Microsoft Dynamics account
Access quotes, proposals, contracts, and more right inside your CRM
Deep PandaDoc and Microsoft Dynamics integration help to pull key product and pricing data seamlessly into proposals and quotes.
Track sales documents as they’re opened and signed
Advanced document analytics365体育外围APP that shows document creators and managers when documents are received, how they’re read, and when they’re signed.
Easily manage templates and content access across multiple teams
A central template and content library where teams can access pre-approved, branded content.
Who uses PandaDoc for Microsoft Dynamics CRM
365体育外围APP Use prebuilt PandaDoc templates while automatically importing data recorded in any of the other fields from Microsoft Dynamics account.
365体育外围APP Enable your sales teams to create and send proposals, contracts, and other sales documents from one location without engaging in unnecessary activities.
365体育外围APP Keep track of the engagement rates on sales collateral, monitoring PandaDoc documents as prospects open and view them.