PandaDoc for Outlook Customer Manager in Office 365

Manage your customer communications and document workflow in one place.

Create, send, and track business documents from Outlook Customer Manager

What is Outlook Customer Manager? Outlook Customer Manager helps businesses track and grow relationships with future prospects and current customers. It is built into Outlook and is free with Office 365 Business Premium subscription. It adds more powerful functionality to Outlook, shows customer communication history, tasks, reminders, calls, meetings, etc., and tracks deal activities all in one place. So, there is no need to install new software or spend time on onboarding training.

The Microsoft Outlook Customer Manager app gives teams a quick access to customer information when they need to gather meaningful data. Also, it allows to achieve a consistent experience in communication and helps the customer receive the answers they need, delivered in an effective manner.

Moreover, Outlook Customer Manager can automatically organize information relying on data from emails, calendar, Skype for Business, the Office Graph, and other Microsoft services.

To better understand the focus of Microsoft Outlook Customer Manager, check the video:

What PandaDoc adds to Outlook Customer Manager? PandaDoc is always looking for new ways to help organizations run their business more effectively. Connect PandaDoc to Outlook Customer Manager and see how it will streamline productivity by enabling you and your team to create, send,  and track documents without leaving Outlook.

Now, Outlook Customer Manager has become the standard for how companies of all sizes build, grow, and track customer relationships. After installing PandaDoc, you can easily approve and initiate contracts, proposals, quotes and other business documents. And, it will take a complete view of all your business relationships.

Set up PandaDoc for Outlook Customer Manager in just a few easy steps and start sending documents to your contacts from Outlook.

All completed documents are automatically uploaded to SharePoint Online within your Outlook Customer Manager folder so you can review it on the customer’s Contact card at any time.

Save time, reduce costs and improve the customer experience with PandaDoc for Outlook Customer Manager.


Who uses PandaDoc for Outlook Customer Manager

Sales Representatives

Create fully customized, accurate, business documents with just a few clicks.

Sales Support Specialist

Provide troubleshooting assistance for customer orders, deals, and relevant problems.

Marketing professionals

Create reusable templates and a custom content library to streamline sales enablement.


PandaDoc delivers more value that empowers sellers to easily connect and transact with their customers through dynamic, personalized documents that build meaningful customer relationships and win more business.


PandaDoc is trusted by organizations, companies, and institutions around the world such as NASA, J.P. Morgan Chase, and NASDAQ. Your document security is a top priority at PandaDoc. The data centers are utilizing innovative architectural and engineering approaches.