eSignatures for Microsoft Dynamics 365
Get Instant Document Approval
Close deals faster and delight your customers
Increase Productivity
- No more printing and mailing quotes to customers
- Get a binding approval in seconds, not days
- Track document status from anywhere
- Save an average of 1.5 hours per transaction
Boost sales flow
- Waste less time creating documents
- Increase closure rates
- All your information in one place
Delight Customers
- Simple and quick to sign
- Instant confirmation so they know you've received the digital signature
- Faster response times
Or call us on
01422 824831
hello@allmysystems.co.uk
Works for all types of documents
- Quotes and Invoices
- Lease agreements
- NDAs
- Legal documents
- Project milestone approvals
- Field service work - repairs, contracts, site visits
- HR agreements
It's easy
Choose a document for signing
Any relevant record in your system can be used to request a digital signature
Select recipients
A workflow will send the document
Wait for the approval
View the live document status at any time. Once signed you'll be notified
DocuSign. With more than 200 million users worldwide this is a proven, reliable e-signature provider with a strong reputation. This massive userbase is largely down to the provider’s numerous integrations. It works with any Microsoft Word template, it is compatible with Dynamics 365, Google, Apple and Windows.
DocuSign places emphasis on the security they provide, investing in industry best practices for protecting data and using strong encryption technologies.
They’ve had their application for Binding Corporate Rules (BCRs) approved which is the EU’s highest level of certification for data transfers outside the bloc.
Adobe E-sign. Similarly, this also works well with Microsoft Office products. Although slightly expensive if not used frequently, they offer personalisation and availability from both PC and Mobile devices.
Assure Sign. Known for its easy-to-use interface, this platform enables users to sign via the on-demand SaaS platform, on-premise installation or through a hybrid cloud.
Secured Signing. This offers a more cost-effective approach to e-signatures if you only have a few documents per month to sign. They also have a video confirmation feature where you can identify the signer for extra security.
Our solution works with all eSignature providers, providing they have an open API, as most do.
Our integration solution covers
- Dynamics 365 Sales
- Dynamics 365 Business Central (formerly Dynamics NAV)
It’s easy. Contact us and we’ll show you how eSignatures work in Dynamics 365. If you like what you see, we’ll set up the system for you quickly.
Sure. Fill out the form below, call us on 01422 824831 or email us at hello@allmysystems.co.uk
Or call us on
01422 824831
hello@allmysystems.co.uk
Pricing
Contact us for a quotation on your eSignature provider of choice. Please call for details.
Find out how you'll save time and money with eSignatures in Microsoft Dynamics 365
Or call us to book on 01422 824831
email: hello@allmysystems.co.uk