PandaDoc News | Sep 12, 2024

Integrate Dynamics 365 with PandaDoc to streamline the proposal and contract process by creating, sending, and tracking documents directly from your CRM...


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PandaDoc

🌎 pandadoc.com

PandaDoc is a software development company based in San Francisco, California, specializing in document automation solutions. It streamlines the creation, approval, tracking, and e-signing of business documents, helping small and medium-sized businesses improve their workflows and close deals faster. Trusted by over 50,000 clients, PandaDoc is known for its compliance with SOC 2, HIPAA, and GDPR standards, and is highly rated on review platforms. The platform aims to enhance the document experience at every step, enabling users to create, send, sign, and manage documents efficiently.


Updates as of Sep 12, 2024

  • Integrate Dynamics 365 with PandaDoc to streamline the proposal and contract process by creating, sending, and tracking documents directly from your CRM.
  • PandaDoc showcases new customer success stories, including a 60% efficiency boost for River Pools Franchising and a two-week reduction in sales cycle for UptimeHealth.
  • PandaDoc has added the ability to create documents from templates and deactivate workspaces, while removing the option to delete documents and create users.
  • Katherine Hart has joined PandaDoc as Director of Analytics, Product & Growth in the United States, previously holding a similar position at another company.
  • Dan Winer has left PandaDoc, where he served as Head of Design in Spain, to join ConvertKit β†’ Soon to be Kit as Director of Product Design.
  • PandaDoc will attend INBOUND and host a Tacos & Tequila event on September 11.
  • PandaDoc's subdomain email.email.pandadoc.net has been flagged for malicious activity.

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