• March 8, 2017

PandaDoc Launches on Microsoft's AppSource

PandaDoc's document automation platform is now available on Microsoft's AppSource marketplace.

PandaDoc brings document creation, CRM merge, analytics, configure/price/quote (CPQ), and eSignature together in one seamless offering.

With the new Microsoft AppSource release, customers no longer have to manually install PandaDoc. It is a one-click installation from the Microsoft AppSource page. Users can leverage pre-existing templates and merge data directly from any field in Microsoft Dynamics 365 into their PandaDoc sales quotes, proposals, and contracts. Additionally, Dynamics 365 users can leverage PandaDoc's analytics to track open and views of all sales collateral.

PandaDoc officially announced the integration with Microsoft Dynamics 365 in July.

"We are thrilled to announce this latest integration with Microsoft," stated PandaDoc CEO Mikita Mikado in a statement. "We believe it will extend the capability of Dynamics 365 users and allow them to more quickly and effectively deliver critical, revenue-generating documents. We look forward to continuing our partnership with Microsoft long into the future."

"Microsoft proudly welcomes PandaDoc to the growing family of AppSource integrated solutions," said Anu Agarwal, principal architect at Microsoft, in a statement. "PandaDoc's solution provides Microsoft Dynamics 365 customers immediate value by automating key steps in the opportunity-to-close process."


CRM Covers
Free
for qualified subscribers
Subscribe Now Current Issue Past Issues

Related Articles

Insightly Integrates with PandaDoc

Contact and lead information can flow from Insightly CRM into PandaDoc.

PandaDoc Integrates with Oracle Sales Cloud

Oracle Cloud customers can now use PandaDoc to automate their sales documents directly within their platform.

PandaDoc Integrates with SugarCRM

SugarCRM users can now create, send, and track documents right within their CRM systems.

PandaDoc Announces Its Add-on Store

The new marketplace makes it easier for companies to customize transactional documents .

PandaDoc Integrates with HubSpot

PandaDoc's document automation software is now available as part of the HubSpot platform.

PandaDoc Integrates with bpm'online CRM

PandaDoc's document management software is now available as part of bpm'online's CRM platform.