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


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.


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About Jason Gumpert

As the editor of, 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

Prior to co-founding, 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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