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Dynamics 365 Community / Blogs / MSDynamicsWorld.com CRM News / PandaDoc's Document Aut...

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

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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...

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