Adobe Document Cloud for Dynamics CRM

Adobe Document Cloud (formerly Echosign) is an electronic signing service that integrates with Microsoft Dynamics CRM to simplify and speed up the execution of orders and agreements by electronic signature.

To avoid long delays waiting for signed documents Document Cloud is a natural extension to Dynamics CRM enabling customers and users to experience a more effective contracting process with faster responsiveness.

How it Works

Adobe EchoSign leverages its API to run the service entirely within Microsoft Dynamics. The document sending process can be carried out from any CRM record type.

The document status is automatically updated in real-time as it passes through the signature process. When complete, the signed document and the complete audit trail are stored in CRM.

CRM data Merging - works with sales order forms, support agreements, contracts & any other documents that require a signature
In-Person Signing - sign on any PC or Mac, on iPad, iPhone, Blackberry, anywhere, anytime for in-person electronic signature
Reminder Alerts - send recipients automated reminders if documents remain unsigned
Contract Expiry - set an expiry date to limit when agreements are available for signature
Document Audit Trail - track document forwarding & see a history of its routing & signing appended to each document
Global Signing - recipients can electronically sign documents in their own language. More than 20 languages are supported
Secure access - control access to sensitive documents by applying password controls in CRM
Real-time reporting - live dashboards provide visibility of all agreements awaiting signature & document signing stats

Contact Preact to find out more about Adobe Echosign for Microsoft Dynamics CRM and arrange a quotation.

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