Availability: Business and Enterprise plan

Data-import integration with Microsoft Dynamics 365 allows you to pre-populate PandaDoc documents with data from Microsoft Dynamics 365 to easily send and esign them. This integration works with Competitors, Opportunities, Contacts, Quotes, Leads, and Accounts objects in Microsoft Dynamics 365.

Features

Variables: You can pass information from Microsoft Dynamics 365 to PandaDoc documents automatically with the help of variables.

Recipients: You can pass contact information from Microsoft Dynamics 365

Connect Microsoft Dynamics 365 to your PandaDoc account

Log in to both your PandaDoc and Microsoft Dynamics 365 accounts.
In PandaDoc, open a template or a document and go to Apps on the right panel
Click on the Microsoft Dynamics 365 tile
In the popup, select Authorisation and Account type, fill out the subdomain, Client ID, and Client Secret from Microsoft Dynamics 365, then sign in with Microsoft

Set up templates to pull information from Microsoft Dynamics 365

PandaDoc data-import integration with Microsoft Dynamics 365 allows you to pre-populate information from Microsoft Dynamics 365 in your PandaDoc templates through variables and pre-assign contact information to template roles.

Now let's dig deeper.

Import field values from Microsoft Dynamics 365 via variables

Pre-set a PandaDoc template with variables that will pull information from Microsoft Dynamics 365 each time you create a new document from this template.

Open your template (click here to learn how to create a new one) in PandaDoc
Go to Apps on the right panel
Click Microsoft Dynamics 365
Click Change variables to select the object you need to see relevant variables (you can choose between Competitors, Opportunities, Contacts, Quotes, Leads, and Accounts objects)

Note:
One document can be linked to a single object at a time.
Select View related variables. You will see a list of available variables corresponding to a Microsoft Dynamics 365 object's fields. Copy and paste these variables into your template

Import field values Microsoft Dynamics 365 via fields

You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you must not include square brackets.

In your template, go to the Variables tab and scroll down to Microsoft Dynamics 365 variables, or click Apps > Microsoft Dynamics 365 > View related variables
Copy the variable without square brackets
Click on a field in your template and select Properties on the floating panel
Paste the copied variable into the “Merge field”.

Once you create and send the document, the recipient will see the pre-filled from Microsoft Dynamics 365 data and they will be able to update this field, provided the field has been assigned to them.

Import Microsoft Dynamics 365 contacts via template roles

Now let’s pre-populate this template with the recipient information from Microsoft Dynamics 365 by matching the template role with the contact placeholder from a Microsoft Dynamics 365 object. You can pre-populate your template roles with contact information from Opportunities, Leads, and Quotes in Microsoft Dynamics.

To do this, go to Roles and select the placeholder from the object you linked under “Pre-assign a recipient”.

If your template is linked to:

Opportunities and Leads objects, you’ll see Contact and Account as recipient placeholders
Quotes object, you’ll see Potential customer in “Pre-assign a recipient” dropdown

Create a document

When in your template, select Use this template at the top right to create a document
Click on the entity you need and select Link. Please note, you need to type the full name of an entity to find it using the search bar
In the next pop-up, you’ll see the recipient information from Microsoft Dynamics 365 populated into the template role in your template (provided you’ve selected a placeholder as described here). Assign more recipients to roles if needed and click Continue (select Skip to add recipients later)

Once your document is created, variables will be populated with information from Microsoft Dynamics 365.

You can easily refresh data in the document if information in Microsoft Dynamics 365 was updated or link it to another object/record.

To link a document to another object:

Go to Apps on the right panel
Click Microsoft Dynamics 365
Click the Unlink (click Link document if your document wasn’t created from a pre-set template)
Select the Microsoft Dynamics 365 object you want to link the document to
Select the record in the object and click Link. Please note, to search for a record you must type its full name