Signed documents are a must-have for any business transaction. But the actual ink-on-paper signature for contracts and vendor documents has long been a burden. When Amaxra started 10 years ago we used to send our consultants a physical document to sign which rarely came back, we even tried sending them a pre-stamped envelope but still we didn’t receive many. Thankfully, this burdensome task is now being updated for a cloud first/mobile first world. The company most responsible for bringing digital signatures for business documents to the mainstream is Seattle-based DocuSign.
In just the past few years, DocuSign’s Digital Transaction Management platform enabled businesses of every size to get legally-binding signatures to any kind of online document. The benefit to DocuSign users is obvious: every aspect of every transaction—from preparing and sending documents to signing and managing them—takes less time and can be done from any Internet-connected device plus you then have the signed document readily available any time you need just by accessing a browser.
Tens of millions of users rely on DocuSign to make their transactions easier. At Amaxra, we use DocuSign to capture signatures on vendor agreements, employee contracts, customer quotes and other high-value documents. When we made the strategic decision to migrate our key business processes to Microsoft Dynamics 365 CRM, the native integration of DocuSign with Microsoft Dynamics 365 was a game changer.
To help other businesses, we are sharing our top three reasons why we feel DocuSign for Dynamics 365 is crucial to business success:
Of course, depending on your Dynamics 365 setup, you may need to customize the DocuSign integration to match your processes. This customization enables you to fully automate the document generation process. Just by selecting a pre-defined template you can complete all variable fields (e.g. who signs the document, quote line items, etc.) and then have the document go through DocuSign. All with automated tracking in your CRM on whether the recipient(s) have signed or not.
Amaxra is a DocuSign for Dynamics 365 partner and ready to either help make your integration seamless or make your new deployment painless.