DocuSign is the global standard for electronic signature, offering the easiest, fastest, most secure way to send, sign, track, and store documents in the cloud. Integrated with Microsoft Dynamics CRM, DocuSign helps Dynamics CRM customers close business faster. Your customers can sign documents from any browser, including mobile devices, within minutes - and update Dynamics CRM data at the same time.
Sending a contract or any other type of document for electronic signature is simple using DocuSign for Microsoft Dynamics CRM 2011. The “Send with DocuSign” button is preconfigured on any Account, Contact, Lead, Opportunity, or custom entity, which allows a sales user to easily send a document stored in Dynamics CRM, pre-populated with the appropriate recipient information. The application then provides an audit trail of edits and notifies every signer when a document has been changed – giving your users complete visibility into the process.
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The connector is supported for both the Online and On-Premise version of Microsoft Dynamics CRM 2011. The connector is compatible with both DocuSign Workgroup and Enterprise accounts.
Fantastic application for CRM
Happy with connection
A fantastic program
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