DocuSign Electronic Signatures is an extremely easy way to quickly send envelopes directly from an Opportunity in Microsoft Dynamics CRM. It takes literally minutes to install, and you can be up and running and sending your first envelope in under 5 minutes, with a few clicks.
Clicking "Get it Now" will give you the ZIP file, which you load into your Dynamics CRM Instance as a Solution. Once loaded, you'll see a "Send with DocuSign" button in the ribbon of an Opportunity, and you are off and running! Have an account with Docusign already? Enter your credentials. Don't have one? Sign up for a free trial account to try it out right away (you can do this right from Dynamics CRM). No hassle at all!
This connector works with both the Online version of Microsoft Dynamics CRM 2011 and the On Premise version. From the DocuSign side, this connector works if you have either a Business or Enterprise edition of DocuSign. This connector will not work with Professional or DocuSign Ink packages.
Fantastic application for CRM
Happy with connection
A fantastic program
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