https://store-images.s-microsoft.com/image/apps.54043.47e09760-2d55-4ab5-b442-50ffd2a75556.66e8b793-50b8-468d-9974-f6d2d5b0fbd2.5af07a96-ac10-47ae-bd0f-24a9d30b2324

PandaDoc for Dynamics 365 Business Central

by New Technology Research

(1 ratings)

Simplify your signature process: PandaDoc integration for Dynamics 365 Business Central

Seamless PandaDoc eSignatures Within Business Central

Remove the hassle of switching between apps and add PandaDoc's eSignature capabilities to your Business Central. This add-on is designed to streamline the process of sending a document for signature and reviewing its progress without ever leaving Business Central.

Ideal for teams sending frequent documents for signature

  • Reduce document processing time
  • Close deals faster with integrated signature requests

Here's what our integration allows your team to do:

  • Create and send envelopes for signature.
  • Add up to two signature recipients, allowing for two-party signature processes.
  • View the status of a signature to see when it has been received, viewed, completed, and more.
  • Download the completed signature document.
  • Void a signature
  • Send signatures from each individual users PandaDoc account or a centralized account.
  • View the documentation here: PandaDoc for Dynamics 365 Business Central

Frequently Asked Questions

Q: Does this require a separate PandaDoc subscription?
A: Yes, you need an active PandaDoc subscription for this integration to work.


Q: What is the total all-in cost?
A: AppSource Subscription = $4/user/month or $40/user/year. PandaDoc Subscription = Contact PandaDoc for Pricing. API only available for enterprise plan.


Q: How difficult is the setup?
A: Setup typically takes less than 10 minutes. Our user guide walks through the steps for creating your API key and connecting it to Business Central


Q: How secure is the integration?

A: We utilize PandaDoc industry leading secure API, with no other outside resources or data transfer. Everything stays safe and compliant.

Getting Started is Easy

  1. Connect your PandaDoc account
  2. Start sending documents for signature
Have a question? Contact Kennandersen@ntribs.com.


Review all of our Signature apps

  • Standard DocuSign - Adds a page to Business Central that your users can send and manage their envelopes sent via DocuSign.
  • DocuSign for Sales Quotes - Adds a button to Sales Quotes that sends a pre-configured DocuSign Template for signature. Ideal for Sales Quotes, Terms & Conditions, Contracts, etc.
  • DocuSign for Sales Orders - Adds a button to Sales Orders that sends a pre-configured DocuSign Template for signature. Ideal for Order Confirmations, Terms & Conditions, Contracts, etc.
  • Standard PandaDoc - Adds a page to Business Central that your users can send and manage their envelopes sent via PandaDoc.
  • Standard Adobe Sign - Adds a page to Business Central that your users can send and manage their envelopes sent via Adobe Sign.

At a glance

https://store-images.s-microsoft.com/image/apps.33691.47e09760-2d55-4ab5-b442-50ffd2a75556.66e8b793-50b8-468d-9974-f6d2d5b0fbd2.8346c544-167c-46ed-836e-eced942fe54e
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https://store-images.s-microsoft.com/image/apps.53851.47e09760-2d55-4ab5-b442-50ffd2a75556.66e8b793-50b8-468d-9974-f6d2d5b0fbd2.1078a142-d316-425f-92ce-df9b8b04d5fb
https://store-images.s-microsoft.com/image/apps.33691.47e09760-2d55-4ab5-b442-50ffd2a75556.66e8b793-50b8-468d-9974-f6d2d5b0fbd2.8346c544-167c-46ed-836e-eced942fe54e
https://store-images.s-microsoft.com/image/apps.39037.47e09760-2d55-4ab5-b442-50ffd2a75556.66e8b793-50b8-468d-9974-f6d2d5b0fbd2.afd4440d-b932-4dd3-9793-6ef247a309b6