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PandaDoc for Microsoft Dynamics


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PandaDoc + Microsoft Dynamics CRM Automates Your Sales Process to Boost Productivity

Our integration allows users to build sales collateral directly within Microsoft Dynamics CRM. Pre-populate opportunity data with any field details seamlessly into your documents. No need to copy paste.

Easily create any sales document.

No need to leave your CRM to get proposals out the door. You can create and send your quote, proposal or contract right from Microsoft Dynamics CRM.

Customize all of your sales documents.

You can use ANY of your Microsoft Dynamics CRM fields to auto-populate client specific details right into your document.

Build error-free quotes.

Pre-populate your docs with product and pricing information from a Microsoft Dynamics CRM opportunity, sending accurate quotes every time.

Track opens and views.

PandaDoc logs all documents related to an opportunity and tracks their status directly within Microsoft Dynamics CRM.