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PandaDoc's Document Automation Offering Now Integrates With Microsoft Dynamics CRM

by Jason Gumpert
Editor, MSDynamicsWorld.com
PandaDoc

PandaDoc has announced its document automation, quoting, and e-signature solution now integrates with Microsoft Dynamics CRM.

The integration enables Dynamics CRM users to create, send, electronically sign, track, and analyze data on documents without ever leaving Dynamics CRM. Documents are "powered by HTML" and templates can be designed and used by workers to merge data directly from any field in Microsoft Dynamics CRM for things like sales quotes, proposals, and contracts.

The solution offers analytics that allow a document sender to track and be notified of an e-signature, but also to gain information on what parts of a piece of content have been reviewed in the case of sales collateral or other types of content.

Founded in 2013 and with more than 5,000 clients already, PandaDoc is backed by Altos Ventures. The company has been busy building integrations to a range of CRM-related systems (see graphic below) including Salesforce, SugarCRM, Insightly, Oracle, and Zendesk. They took a $5 million round of funding in July 2015.

PandaDoc integrations 

Customer Engagement Customer Relationship Mgmt Customer Service Customer Service Document Automation Document Management Dynamics 365 Dynamics CRM Electronic Signatures Marketing SaaS Sales Sales & Marketing Sales Quoting
About Jason Gumpert

As the editor of MSDynamicsWorld.com, Jason oversees all editorial content on the site and at our events, as well as providing site management and strategy. He can be reached at jgumpert@msdynamicsworld.com.

Prior to co-founding MSDynamicsWorld.com, Jason was a Principal Software Consultant at Parametric Technology Corporation (PTC), where he implemented solutions, trained customers, managed software development, and spent some time in the pre-sales engineering organization. He has also held consulting positions at CSC Consulting and Monitor Group.

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