Docusign 1 sm

DocuSign Connector for Dynamics 365

Quickly and easily get sales orders and other documents signed using DocuSign without leaving the Dynamics 365 user interface.

Test Drive on Microsoft's AppSource

DocuSign Quick Send

DocuSign Quick Send

Quickly create and send documents from within Dynamics 365.

DocuSign Document tracking

Document Tracking

Instantly check the signing status of each document sent from Dynamics.

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Inclusive Credits

Use inclusive DocuSign credits to send documents.

How the DocuSign Connector Works

With Preact's DocuSign solution, there is no more straightforward way to send documents for electronic signature directly from Dynamics 365.

Click the 'Get Signatures' button on the toolbar in Dynamics and follow simple steps to personalise each document and preview your accompanying message.

Once your document is signed, it's automatically added to the relevant record timeline. You never have to leave Dynamics 365 to send sales orders and other documents to collect a signature or review completed documents.

Our connector includes usage credits (envelopes), so there's no need to create a separate DocuSign account or purchase a credit pack.

Demonstrating DocuSign Connector for Dynamics 365

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Try out the DocuSign Connector for Dynamics 365 now on the Microsoft AppSource marketplace.

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How it works

Point number 1

Select a Word Template that will be sent for electronic signature.

Point number 2

Attach any supplemental documents.

Point number 3

Personalise the accompanying email message.

Point number 4

Confirm the recipient(s) and set reminder rules.

Point number 5

Define how many days can elapse before the unsigned document will expiry.

Point number 6

Set a primary recipient and include any other recipients who should receive a copy and individuals who are also required to sign.

Benefits of Using the DocuSign Connector

The DocuSign Connector saves valuable time in distributing documents that require signatures; it also provides extra flexibility within Dynamics 365. For example, personalise a covering email message document, attach additional documents such as terms and conditions and set an expiry period to include automated reminder frequency rules.

The connector is also designed to handle scenarios where more than one person will need to approve each document. To avoid sending a document multiple times and having various copies in circulation, send it once to include the relevant people who will be alerted when it's time to sign.

Preact's DocuSign Connector puts you in control. Track the status of each document sent to ensure this is progressing and view completed documents from the related Dynamics records.

Feature summary...

  • Works with any standard Microsoft Word template
  • Configured for Dynamics 365 Sales tables
  • Allows Dynamics 365 users to track and see when documents have been sent, received, opened and signed
  • A signed copy of each document is sent to each customer
  • The certificate of completion PDF document is attached to the record history in Dynamics 365
  • Includes DocuSign envelopes
DocuSign preview

Frequently Asked Questions

Once this solution is configured from a Dynamics 365 quote record (or another record type, if required), click the 'Get Signature' button and select the appropriate document template. This will send a personalised document to the recipient via DocuSign.

When a document is out for signature, the current status can be checked from the source record in Dynamics 365.

Once this is signed, the completed documentation will automatically be saved to the source record. These processes are entirely handled within the Dynamics 365 interface, so there isn't a requirement for users to have a separate DocuSign account.

This connector includes credits for DocuSign envelopes that provide sufficient capacity for most usage needs. For these scenarios, there is no additional cost for DocuSign.

The connector provides built-in integration for Dynamics 365 Sales, enabling administrators to quickly activate and use document signing processes across standard and custom tables.

DocuSign Connector Pricing

The DocuSign Connector for Dynamics 365 is one of many solutions available at no additional cost as part of Preact's Elevate 365 Managed Service. This can also be purchased using our Solutions 365 subscription from £8.25+VAT per user/month, which provides complete access to all the packaged products in Preact's Solutions Hub.

A DocuSign subscription is not required. Our Elevate 365 managed service and Solutions 365 subscriptions each include capacity for a limited number of DocuSign Envelopes (electronic documents) per month.

Other solutions which can be deployed using either of these subscriptions include:

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Find out what the full range of Preact's add-on products have to offer by downloading our Solutions Hub Guide.

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