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.
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.
Pre-populate your docs with product and pricing information from a Microsoft Dynamics CRM opportunity, sending accurate quotes every time.
PandaDoc logs all documents related to an opportunity and tracks their status directly within Microsoft Dynamics CRM.