Sign-It with DocuSign
door Fenwick
Sign-It with DocuSign simplifies secure document signing and requests
Simplify the process of collecting signatures for your documents by sending signature requests directly to DocuSign. This integration with Dynamics 365 Business Central ensures that signatures are secure, legally binding, and seamlessly linked to your sales documents.
Seamless integration with sales documents
Directly initiate signature requests from Sales Orders, Quotes, and Invoices within Business Central. This allows you to easily track the signing status, eliminating the need for manual follow-ups and streamlining your overall signing process.
Default recipient list for customised flexibility
Save time by configuring a list of default recipients for each customer. Whether it’s the sales team, management, or external parties, this list ensures that the right individuals are always included in the signing process.
AutoPlace Fields for consistency
Maintain consistency across documents by using AutoPlace Fields. Simply enter a unique string in the document, and the app will automatically position the signature field at the designated spot. This ensures that recipients know exactly where to sign, reducing confusion and ensuring that every document is formatted correctly.
Automate document downloads
With scheduled background jobs, you can automatically download signed documents from DocuSign and link them back to the corresponding sales documents in Business Central. This ensures that all signed documents are stored and accessible as attachments, keeping your records up-to-date and easily retrievable for future reference.
What's New?
Check out the release notes for Sign-It with DocuSign.
About Fenwick
Fenwick is an Australian software consultancy company with 25+ years of experience tailoring implementing and enhancing Dynamics 365 Business Central.
About Fenwick Apps
Since launching Fenwick Apps into the international market, over 70 apps have been developed to enhance Business Central and meet industry needs worldwide. Fenwick Apps provide reliable, globally compatible solutions that businesses trust. With a focus on usability and seamless integration, our experienced team ensures every application is both functional and easy to adopt, offering smooth compatibility, extra features, and expert support.
Supported Editions
This app supports both the Essential and Premium editions of Dynamics 365 Business Central.
Supported Countries
All countries where Microsoft Dynamics 365 Business Central is available.
Supported Languages
English.