AssureSign for Dynamics 365

AssureSign's electronic signature for Dynamics offers a secure, simple and low-cost eSignature solution that allows you to close more business ... faster.
Whether you’re a sales executive sending out contracts or an insurance agent distributing claim paperwork, AssureSign enables you to seamlessly process any document within CRM whenever and wherever you like!
Customize your workflows and eliminate manual tasks with unique features and configurations that make business swift and simple.

Remove Traditional Barriers to Signing ...

Eliminate traditional hurdles to processing your everyday documents, along with the friction associated with geographical, cost, time and security constraints.
Simplifying and synergizing your workflows with AssureSign for Dynamics makes sending sales contracts, timesheets, legal agreements, BOMs, loan/lease paperwork, or any other document a breeze!

Customize Workflows for Easier Transactions ...

With AssureSign, you can work smarter, not harder ...

• Improve productivity by sending multiple documents to one or more signers within CRM.
• Track a signer's progress from start to finish for 100% document completion rates.
• Keep your company's messaging front and center with branding personalization.
• Encourage exceptional user experiences with a quick and simple signing process.

Features Designed to Give You More Control ...

• Create custom processes to automate document sending without custom code.
• Set parameters to automate workflow activity.
• Conserve data use through various storing options (including SharePoint integration).
• Login to the AssureSign document creation web portal using your preexisting Microsoft Login.
• Keep your documents and your customer data safe with secured Azure data storage.
• Use webhooks to update CRM fields with signer input from completed document(s).
• Display an in-person signing link or send documents for remote signing via email or text message.

*Available for both on-premises installation & online.