PandaDoc’s Digital Transaction Management Platform Now Available on Microsoft’s AppSource Marketplace
PandaDoc has announced that its document automation platform is now available on Microsoft’s AppSource marketplace.
Microsoft AppSource is a new marketplace to help business users find, try, and use line-of-business software-as-a-service apps and add-ins, expanding the possibilities of Dynamics 365.
PandaDoc features include e-signature capabilities, data merge, along with data-driven feedback to build, edit, execute, and track documents.
With the new AppSource release, customers can take advantage of a one-click installation from the Microsoft AppSource page, and no longer have to manually install PandaDoc.
PandaDoc is an all-in-one document automation platform that integrates with existing CRM, ERP, payment processing and other industry-specific systems. According to the vendor, PandaDoc helps increase the productivity and close rates of sales professionals by giving them more effective sales documents at the final stage of the buying cycle. The PandaDoc solution brings document creation, CRM merge, analytics, configure price quote, and e-signature together in one seamless offering.
Users can leverage pre-existing templates and merge data directly from any field in 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.
To learn more about PandaDoc, go to PandaDoc.com.