Accelerate your sales cycle by simplifying how you create, send, negotiate, track and e-sign contracts inside Dynamics 365.
This integration helps your sales reps to instantly create and send error-free contracts, negotiate in real-time, track contract status, improve follow-ups and e-sign - all in one seamless flow without leaving Dynamics 365.
Save time, reduce error and Admin
Send interactive contracts directly from Dynamics with the click of a button. Use the data you have already entered in Dynamics 365 (Accounts, Opportunities, Contacts) to automatically populate onto your contract.
Design interactive, engaging and personalized contracts
Add a personal touch with video. Engage your buyer with live editing and automatic notifications.
Speed up negotiations
Negotiate with your prospect and make changes to your contract in real-time, directly in your browser. Get instant notifications when your counterpart makes suggestions or comments. Reach an agreement faster by not having to email back and forth.
Improve hit rate and get signatures faster
Make it easier than ever to send offers and improve hit rate. Send your contracts for E-signing with legally binding e-signatures from any device.
Track your deals
Always be proactive in your sales process. Closely monitor contract status inside Microsoft Dynamics and get notifications when your prospect receives, opens, and signs your contract.