DocuSign Connector for Dynamics 365
Quickly and easily get sales order forms signed from Dynamics 365 using a purpose-built connector for DocuSign
Quickly create and send documents from within Dynamics 365.
Instantly check the current status for each document sent.
View signed documents directly from Dynamics 365 records.
Demonstrating DocuSign Connector for Dynamics 365
How the DocuSign Connector Works
Tired of creating, uploading and attaching signed order form documents? With Preact's DocuSign solution, there is no quicker way to deliver sales quotes for electronic signature.
Simply click 'Get Signature' from the quote toolbar in Dynamics 365, select the appropriate template and your document is immediately sent by DocuSign. Once the document is signed this is automatically added to the quote record and the contact record timeline.
- Works with any standard Microsoft Word template
- Configured for Dynamics 365 Quotes - can be extended to other entities
- Automatically sends notification emails to record owners and the user who sends the document
- Allows Dynamics 365 users to track and see when documents have been sent, received, opened and signed
- Signed copy of each document is sent to each customer
- Certificate of completion PDF document is attached to the record history in Dynamics 365
Frequently Asked Questions
How do I use DocuSign in Dynamics 365?
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 the 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 fully handled within the Dynamics 365 interface so there isn't a requirement for users to have a separate DocuSign account.
How much does DocuSign cost?
This solution includes credits for DocuSign envelopes that will provide sufficient capacity for most usage needs and for these scenarios there is no additional cost for DocuSign.
What does DocuSign integrate with?
Our connector is provided with inbuilt integration for Dynamics 365 Quote record but this can be adapted to work with other standard and custom entities.
How to Deploy the DocuSign Connector
DocuSign Connector Pricing
The Docusign Connector for Dynamics 365 is one of many solutions that are 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 full 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.
Further solutions which can be deployed using either of these subscriptions include:
Bank Account Validation
HTML Table Designer
Drag & Drop Sub Grids
Editable Quick Forms
Price List Manager
Current Date Setter
Parent Visual Lookup
Contact us to learn more and deploy this solution.