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eSignatures for Microsoft Dynamics 365

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Works for all sorts of documents

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

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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.

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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

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