DocuSign Integration

Awara IT has developed a remarkable solution by integrating Microsoft Dynamics 365 Business Central with the electronic signature service, DocuSign. This solution aims to transform your document signing process.

Target Audience:

This offering is tailored to all companies that are eager to significantly reduce the time spent on document preparation and signing with their customers and partners. The solution is particularly beneficial for sales managers, procurement managers, accountants, and financial controllers.

Key Features:

By opting for this solution, you can expect the following benefits:

· Flexibility to configure the types of documents that require signatures.

· Convenient utilization of existing document templates.

· Easy customization of signers, both for the company and the customer.

· Effortless configuration of the document signing sequence.

· Efficient implementation of permissions and roles for secure signature management.

· Convenient sending of documents for signatures.

· Easy voiding of documents when necessary.

· Real-time status updates of each signatory and the document status.

· Automatic receipt of signed documents and signature certificates as attachments in Microsoft Dynamics 365 Business Central.

Business Benefits:

Implementing this solution offers the following advantages for your business:

· Streamlined document preparation and signature process, resulting in significant time savings.

· Seamless integration with Microsoft Dynamics 365 Business Central for sending documents for signature and real-time tracking of status updates.

· Access to signed printing forms and signature certificates as document attachments within Microsoft Dynamics 365 Business Central.

To learn more about this offering and receive expert guidance, please do not hesitate to contact our team today.