Docusign + Dynamics 365
Close deals faster and boost customer experience
Send agreements and approvals for signing directly from DocuSign for Dynamics 365
Key Features
Get signatures or sign documents with ease
Signing or getting signatures on a document is simple using Docusign for Dynamics 365 The ‘Sign’ and ‘Get Signatures’ actions are preconfigured, allowing you to easily send or sign a document stored in Docusign for Dynamics 365, prepopulated with appropriate recipient information.
Gain more control and visibility into your sales process
Docusign for Dynamics 365 provides an audit trail of edits and notifies every signer when a document is changed – giving your users visibility into the entire process.
Designed for sales with easy integration
Created with sales departments in mind, Docusign for Dynamics 365 helps you close business faster. Route contracts to the people you choose, allowing decision makers to review and approve contracts within minutes.
Easy to configure and customise
Docusign for Dynamics 365 is a platform designed and built for flexibility. It can be configured and customised to integrate with most business processes. Docusign ships a complete set of APIs along with documentation and world-class SDK.