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."
Related Articles
PandaDoc Integrates with bpm'online CRM
10 May 2017
PandaDoc's document management software is now available as part of bpm'online's CRM platform.
PandaDoc Integrates with HubSpot
19 Apr 2017
PandaDoc's document automation software is now available as part of the HubSpot platform.
PandaDoc Announces Its Add-on Store
13 Sep 2016
The new marketplace makes it easier for companies to customize transactional documents .
PandaDoc Integrates with SugarCRM
23 Jun 2016
SugarCRM users can now create, send, and track documents right within their CRM systems.
PandaDoc Integrates with Oracle Sales Cloud
14 Apr 2016
Oracle Cloud customers can now use PandaDoc to automate their sales documents directly within their platform.
Insightly Integrates with PandaDoc
23 Mar 2016
Contact and lead information can flow from Insightly CRM into PandaDoc.
Buyer's Guide Companies Mentioned