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

PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience.

Over 17,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts.  PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow.

Sales teams that use PandaDoc typically see a:

- 28% increase in close rate

- 18% increase in average sales price

- 65% decrease in document creation time

PandaDoc is rated the top proposal and contract software by its customers year after year on review sites like G2, TrustRadius, and Capterra.


Faster Docs.  Faster Deals.

Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, and integrated eSignatures. PandaDoc allows sales teams to amaze customers & prospects in minutes with personalized documents.


Don't just engage, make it engaging.

Create stunning, effective sales documents with custom-designed themes, 450+ pre-built templates, and embedded rich media. PandaDoc allows sales teams to have intuitive and collaborative buying experiences with their prospects to speed up the deal process.
 

Always know where you stand.

Use opportunity insights to see what’s really happening after you hit ‘send’ on your documents with real-time reporting on engagement and activity on your documents. Empower sales teams to delight prospects with lighting-fast response times to move deals forward quickly. 


Workflow that works for you.

Give your team the ability to quickly create, send, and track docs within an approval system that works for everyone. Minimize confusion and the endless back and forth with approved templates, content, and marketing materials. Build internal trust with approval workflows, custom roles and version control.

Aperçu rapide
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