BEST FOR:

Teams interested in integrating DocuSign and Dynamics 365 Business Central.

WHAT TO EXPECT:

The integration is a quick process of understanding which DocuSign features your team wants to use, which workflows and processes need the integration, and then configuring the integration.

Implementation

STAGE 1: ASSESS

First, we schedule an hour assessment with your team to understand your business, operations, and specific needs. The goal is to get a clear scope on the DocuSign features your team wants to use.

STAGE 2: DEMO & CLARIFICATION

Next, we will make time for any demonstrations your team needs of the various functions. The goal here is to make sure that everyone is comfortable with how you will operate once you are live on the new system.

STAGE 3: PROPOSAL

Our team develops a comprehensive proposal for the project with the specifics of all services that are required, optional, and any recommendations for process improvements on the new system. The proposal contains the total project cost and a timeline for when you can be live with the integration.

STAGE 4: IMPLEMENT

Once the proposal is accepted, our team of experts get to work.

DISCLOSURES

Price above is for our standard integration seen in the video. Any additional changes, features, or adjustments will increase the price. A $300 a year license cost is also not included in the above price. Total first year cost is $2,700.
No cost or obligation to purchase. A signed proposal is the only commitment to begin a project.
An active DocuSign account is required for this integration. If your team does not have one, we will work with you to acquire one.

LEARN MORE

Schedule a meeting today: http://bit.ly/MeetWithNTR

Dynamics 365 Business Central DocuSign 2wk Implementation

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