Simplify the process of collecting signatures for your documents by sending signature requests directly to DocuSign.
This integration with Dynamics 365 Business Central ensures that signatures are secure, legally binding, and seamlessly linked to your sales documents. By streamlining your workflow, you can improve efficiency and ensure compliance with minimal effort.
Effortless integration with sales documents
Directly initiate signature requests from Sales Orders, Quotes, and Invoices within Business Central. This integration allows you to easily track the signing status, eliminating the need for manual follow-ups and streamlining the overall signing process. With everything linked to your sales documents, you maintain a clear and organised record for easy access and audit trails.
Default recipient list for customised flexibility
Save time by configuring a list of default recipients for each customer. Whether it’s the sales team, management, or external parties, this list ensures that the right individuals are always included in the signing process. You also have the flexibility to add custom recipients as needed, ensuring complete control over who receives the signature request.
AutoPlace Fields for consistency
Maintain consistency across documents by using AutoPlace Fields. Simply enter a unique string in the document, and the app will automatically position the signature field at the designated spot. This ensures that recipients know exactly where to sign, reducing confusion and ensuring that every document is formatted correctly.
Automate document downloads for up-to-date records
With scheduled background jobs, you can automatically download signed documents from DocuSign and link them back to the corresponding sales documents in Business Central. This ensures that all signed documents are stored and accessible as attachments, keeping your records up-to-date and easily retrievable for future reference.
