CRM Docs & e-Signature for D365
CRM Dynamics Ltd ұсынады
Document & e-Signature solution For Microsoft Dynamics 365
CRM Docs is a Document & e-Signature solution that seamlessly integrates with Microsoft Dynamics, securely storing all the data within your own system.
Generated documents can be conveniently emailed as PDFs or links for e-signature. Receive email notification with the e-Signed documents directly in real-time or track agreement status within Dynamics 365.
Signatures can be configured to work with any Dynamics Entities, such as Quotes and Orders, or any bespoke entities.
- 100% Microsoft Dynamics
Eliminates data silos. Collect eSignatures and approvals without leaving your own secure Microsoft Dynamics 365 environment.
- Professional Branded Document
Build customer trust with professional pre-built templates featuring your own company branding and styles.
- Tailored to Fit any Application
Even for the most intricate document requirements. We define and automate each step of the document flow to suit your needs.
- Save Valuable Time
Create pre-filled contracts, invoices, and proposals. Speed up contract negotiation and approvals. Focus on strategic initiatives instead of paperwork.
- Improving Efficiency
Eliminate manual tasks and reduce errors with automated workflows. Pull data from any Dynamics 365 entity. Created and sent documents automatically.
- Fully Integrated Solution
CRM Dynamics Ltd provides one-stop comprehensive solution, from document editor and generator to e-signature manager in Dynamics.
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