DocuSign offers an integration with Dynamics 365, providing a simple way to send and obtain signatures. By streamlining your workflows, this effective integration offers a legal, digital solution for obtaining those necessary signatures from anywhere in the world and without the need to print and scan.
Benefits of DocuSign Add-on:
Documents can be signed efficiently with pre-populated information about the recipient and define fields that require action.
An audit trail of your documents are created when they have been edited, granting your administrators visibility and control over the whole transaction process.
With the ability to assign and review contracts instantly with legally binding documents which are backed by a court-admissible audit trail, business and transactions can be closed with efficiency.
DocuSign is simple to configure and customise as it’s been built for flexibility and can be integrated with most business processes, including Dynamics 365.
A free trial of DocuSign is readily available on AppSource: https://appsource.microsoft.com/en-us/product/dynamics-365/docusign.3701c77e-1cfa-4c56-91e6-3ed0b622145a
Sales plans offer both monthly and annual packages as well as different brackets such as; Basic, Intermediate and Advanced API.
Find more information about available API pricing here: https://www.docusign.co.uk/products-and-pricing/api-plans
DocuSign and GDPR
In a recent webinar (16/01/18), DocuSign demonstrated how to make a document template that can be sent to a bulk mailing list or to individual recipients that functions as a means of gaining consent from your data subjects. What’s more, as with all DocuSign resources, templates can be customised to your company’s brand.