Datix Partners with PandaDoc to Provide CRM and ERP-Friendly Content Management

St. Louis—March 15, 2017 by Kayla Hollenbaugh

Datix, an Epicor ERP and CRM consulting firm based in St. Louis, MO, is proud to announce a new partnership with PandaDoc, a content management, and HR software company. Datix is always striving to be an innovative one-stop-shop for enterprise software that can provide clients with a powerful, integrated software suite able to power their whole business. Their latest affiliation with PandaDoc reflects another significant milestone in that endeavor.

Every business that deals heavily with internal and external documents has reached their Word threshold at some point. From sending endless different versions of a Statement of Work back and forth over email, struggling to find the right letterhead, to noticing a critical mistake right before a meeting—the list goes on. That’s why Datix chose to partner with PandaDoc, a service that allows all of a company’s vital documents to be stored in the same place, edited collaboratively online and signed digitally.

In building the new partnership, Datix, a certified Microsoft Dynamics 365 and Salesforce partner, recognized PandaDoc’s impressive flexibility when it comes to integrating with a business’ existing enterprise software, like CRM. Candice Evertowski, Chief Marketing and Business Development Officer at Datix, touted PandaDoc’s ability for integration in explaining the partnership.

“Datix is ecstatic to be working together with PandaDoc to provide ingenious solutions to a business’ modern problems. As certified partners of both Salesforce and Microsoft Dynamics 365, Datix is excited about PandaDoc’s already easy integration options with both CRM platforms and the life-changing potential that it could bring our clients,” Evertowski noted.

“Imagine how helpful it could be to not only have contracts, proposals and other vital sales documents accessible in your CRM, but also to have client data instantly populated from your CRM into templates! That’s what this new partnership can help clients achieve. Because Datix is also an official Epicor partner, we are thrilled to integrate PandaDoc with the leading ERP platform, ensuring our clients are powerful, interconnected companies.”

Julian Noss, Senior Enterprise Channel Manager at PandaDoc expressed excitement for the partnership ahead and appreciation for Datix’s knowledge of other software systems.

“We are very excited about our partnership with Datix. PandaDoc’s 365 integration is utilized by a lot of our customers who require partners with CRM knowledge to accommodate their customized processes,” Noss commented. “Datix has delivered for these customers and has proven themselves to be one of the best Salesforce and Microsoft Partners in the business. The Datix team has a strong grasp of the product, CRM integration, and are now able to deliver an even more holistic end solution for their clientele.”

With the help of Datix and PandaDoc, businesses can effectively share crucial data and documents, manipulate and take advantage of a single source of vital information and facilitate all your company content needs. What’s more, the new venture makes Datix the only PandaDoc partner based in Missouri, ready to deliver transformative software solutions to both local businesses and companies worldwide. Get in touch with the experts at Datix to learn more about how the new partnership can help your business succeed.

About Datix

Datix is a premier software services company based in St. Louis, MO, USA. During our 19 years in operation, we have worked with clients in a wide range of industries. Our unique approach in optimizing business processes through software can be applied to almost any industry, from discrete manufacturing to product distribution. As authorized partners of Epicor, Salesforce, Microsoft Dynamics 365 and Magento, we specialize in Business Process Management and Enterprise Application solutions, including customizable integration options. Unity is Datix’s pre-built integration solution for ERP and CRM enterprise software, available to connect your software seamlessly without any of the normal errors or bugs that can come with integration.

Datix also provides a wide range of ERP and CRM support services, business consulting and software development to our clients around the globe. www.datixinc.com