PandaDoc for Microsoft Dynamics CRM

Streamline your sales process by adding the PandaDoc digital document solution to Microsoft Dynamics CRM

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Top Features

PandaDoc adds robust digital document functionality to Microsoft Dynamics CRM.

A drag and drop document builder that makes it easy to build detailed, media-rich proposals in minutes.

A central template and content library where teams can access pre-approved, branded content.

Advanced document analytics that shows document creators and managers when documents are received, how they’re read, and when they’re signed.

Deep integration with contacts and opportunity fields that automatically populate documents with key data.

CPQ functionality that pulls product and pricing data seamlessly into proposals and quotes.


Who Uses PandaDoc for Microsoft Dynamics

CRM Administrators

Easily manage templates, forms, and content items across all CRM users.

Sales Directors

Gain detailed insight into how your sales team is using documents to close more deals.

Sales Representatives

Create better documents in less time, and get them signed faster than ever.


PandaDoc is built on the same AES-256 encryption that enterprise organizations and financial institutions around the world rely on to protect their intellectual property. PandaDoc data centers (handled by Amazon AWS) are state of the art, utilizing innovative architectural and engineering approaches. Our cloud servers are the same ones used by NASA, J.P. Morgan Chase, and NASDAQ! Learn more


PandaDoc delivers more value than any other document automation platform out there. Most businesses can enjoy the benefits of our Business Plan, and our Enterprise solutions offer custom onboarding packages, API access, and powerful content control features.

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.