Fast Track to Revenue: How Docusign and Microsoft Are Transforming Quote-to-Cash

Sales teams are moving faster than ever—but the processes that power revenue are often stuck in the past. While customer interactions have gone digital, agreement workflows remain manual, disjointed, and full of roadblocks that slow things down at the worst possible moments. That’s where Docusign and Microsoft come in. Together, we offer a smarter, integrated approach to managing agreements across the entire sales lifecycle—from the moment a deal is initiated to when it’s signed, fulfilled, and renewed.

The status quo: Slowed by complexity

At the heart of nearly every revenue-generating activity is an agreement. But for many organizations, those agreements are managed through a tangled mess of emails, Word docs, spreadsheets, and disconnected systems. The result? Companies take an average of two weeks longer to close large deals, and waste up to 25,000 hours per year, per function, just developing agreements. And when that happens, the ripple effect is significant:

• Deals get delayed

• Seller productivity drops

• Visibility into agreement status and terms disappears

• Revenue opportunities are lost

• Customers notice: 40% of relationships are negatively impacted by agreement delays

The quote-to-cash process might start with sales, but when it’s slow and messy, everyone feels the pain. Legal gets buried in back-and-forth redlines. Finance is left guessing when revenue will actually land. Ops teams waste time chasing signatures, approvals, and versions. And leadership loses visibility into what’s stuck and why. What should be a growth engine turns into a game of email ping-pong—draining time, morale, and momentum across the entire business.

It's a system that drains time, energy, and trust. And it doesn’t have to be this way.

A new path: Docusign + Microsoft

We’re partnering with Microsoft to modernize the quote-to-cash process by integrating Docusign solutions across the Microsoft product suite, including Dynamics 365, Power Automate, Teams, and SharePoint. This collaboration helps organizations streamline agreement workflows, reduce delays, and improve visibility across the entire sales lifecycle.

These integrations make it possible for teams to:

• Initiate and manage agreements within the tools they already use, like Outlook or Dynamics

• Collaborate on redlines and approvals in Teams with automated routing and visibility

• Finalize agreements with eSignature and store them securely in SharePoint or CRM

• Automatically trigger downstream actions through Microsoft Power Automate, like provisioning, billing, or renewals

Keep teams in the flow of work

One of the most powerful benefits of this solution is that it meets teams where they already work. Sales, legal, finance, and customer success can stay in their preferred tools—no jumping between systems, no manual data entry, no lost momentum. Skeptical that this toggling back and forth between systems really has a material impact on an employee’s time? Harvard Business Review found that each year, every employee will lose a whopping 26 days on toggling between systems. 

Workflows move seamlessly from CRM to CPQ to contract management and fulfillment.

It also reduces the burden on IT teams by offering low-code, scalable integration—so new workflows or approval paths can be created quickly without complex development work.

Unlocking insights with Copilot

Agreement data doesn’t just help close deals—it can help run the business smarter. With Microsoft 365 Copilot, teams can surface key Docusign agreement insights without searching through folders or databases. Need to understand renewal timelines? Review language in a master services agreement? Track compliance clauses across regions? Customers and developers can build their own connection between Copilot and Docusign to retrieve, summarize, and contextualize that information right within their Microsoft apps.

By putting this intelligence at users’ fingertips, leaders gain visibility and agility—turning contracts from static documents into actionable assets.

A complete journey: From opportunity to revenue

This integrated solution spans the entire sales agreement lifecycle:

• Generate agreements from your CRM tool based on opportunity data

• Collaborate and negotiate with customers and internal stakeholders in real time

• Route for approval based on pre-defined workflows and permissions, speeding up signoff with real-time notifications and the ability to review and approve directly in tools like Teams

• Execute agreements with Docusign eSignature

• Store and analyze agreements automatically, with relevant data surfaced in dashboards and on-demand via Copilot

• Trigger post-signature processes like provisioning, invoicing, and renewal tracking

Each step is connected, auditable, and faster than ever before.

Driving results at scale

For organizations navigating complex B2B sales cycles or expanding globally, this level of alignment and automation isn’t just helpful—it’s critical. The ability to scale efficiently, reduce risk, and deliver a better customer experience gives teams a competitive edge.

And because the solution is built on Microsoft tools that many enterprises already use, adoption is faster and change management is simpler.

Get started today

If your revenue motion still depends on disconnected tools, manual tasks, and endless email threads, it’s time for an upgrade. Docusign and Microsoft offer a better way to manage agreements, accelerate time to revenue, and keep your teams focused on what matters most: Closing deals and delivering value. Explore what’s possible with Docusign + Microsoft integrations.