PandaDoc

Microsoft Dynamics. Map product fields with pricing table columns

With Microsoft Dynamics CRM you can create, send, and track documents from Opportunity, Account, Contact, Quotes, and custom entities.

This integration lets you create, send, and track documents from various entities in Microsoft Dynamics CRM.

Set automations in templates to streamline workflow with PandaDoc and Microsoft Dynamics.

Automatically upload completed PandaDoc documents to SharePoint. Learn how to set up the automation recipe.

Articles on the PandaDoc - Microsoft Dynamics integration 

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