PandaDoc for Microsoft Dynamics CRM

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

No credit card required

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 analytics 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 bpm’online CRM

Sales leaders

Use prebuilt PandaDoc templates while automatically importing data recorded in any of the other fields from Microsoft Dynamics account.

Sales teams

Enable your sales teams to create and send proposals, contracts, and other sales documents from one location without engaging in unnecessary activities.

Sales operations

Keep track of the engagement rates on sales collateral, monitoring PandaDoc documents as prospects open and view them.

Get started with PandaDoc today

No credit card required