Document e-Signature solution
for Microsoft Dynamics 365
SignD365 is a document signature solution designed specifically for Microsoft Dynamics 365. The signature can be configured to work with any of Dynamics Entities such as Quotes and Orders or any Bespoke entities.
The solution can also be attached to use Documents Core Pack, Flow (Power Automate) or can be used manually to send the PDF for Document Signature.
The solution comes with a solution to be uploaded into your Dynamics 365 instance and instructions on how to set it up.
Why use SignD365 for Microsoft Dynamics?
It's 100% Dynamics
It conforms to our design philosophy of working with standard Dynamics 365 features. So you can design your own e Signature workflows.
It's Secure
Signatures are securely attached to the PDF document. Audit tail shows user details, IP Address, Viewed on and Signed on Activities recorded into Dynamics.
It's Compatible
Document eSignature works with Documents Core Pack from MSCRM. It works with any word based output solution e.g Dynamics standard Word Templates.
Out of The Box
Out of the box the system can send documents via contacts, quotes and orders. But SignD365 can be configured to be used across any entity.
Secure PDF
Signed PDF document attached securely into Dynamics 365.
You can then store this in SharePoint.
It's Configurable
Can be configured to work with standard Dynamics workflows and power automate.
CRM Dynamics
Have A Look At Our Solutions
Quote Manager
CPQ
Our Quote Manager CPQ allows sales to search and add product, manipulate the quote output to meet the needs of the customer.
The product database is held in Dynamics and allows for one excel sheet export and import to manage additions and changes and invoicing financial transactions.
Order
Manager
Our Order Manager solution works with the Quote Manager CPQ and allows users to manage the complexities of Customer Orders.
Also included in this module is
billing /recurring revenue, sales tax
and invoicing financial transactions.
Stock And Purchasing
Our Stock and Purchasing module works with Order Manager to give you greater insight into stock & purchasing information.
Users can make better decisions
to speed up customer deliveries and reduce stock levels.