eSignature for Microsoft Dynamics 365

Overview

Send agreements and approvals for eSignature directly from Dynamics 365. Boost customer experiences by automating business processes while capturing essential customer data.

Highlights

• Request signatures and track agreement status in real-time within Dynamics

• Custom workflows that trigger agreements with the click of a button

• Pre-populate documents from existing Dynamics data, and update Dynamics with information from Docusign fields

• Docusign for Dynamics 365 provides an audit trail of edits and notifies every signer when a document is changed

Benefits

• Complete agreements faster: Send agreements and approvals for signing directly from Docusign for Dynamics 365

• Provide visibility at every stage: Get more visibility with a complete audit trail of edits and automatically notify signers when a document is changed

• Accelerate the sales cycle: Route contracts to the people you choose, allowing decision makers to review and approve contracts within minutes

• Easy to configure and customize: Configure and customize to integrate with most business processes. And now for IAM customers, you can seamlessly integrate Dynamics 365 into your Maestro workflows with the Dynamics Extension App