Adobe Sign works seamlessly with Dynamics 365, Online, and On-Prem to help you close deals faster, reduce risk, and increase retention.
Click, send, and get signed. Send contracts, agreements, and other documents for signature in a single click — without ever leaving Dynamics CRM. Recipients can sign and return contracts from a web browser or mobile device.
Minimize data entry and errors. Merge data from Dynamics entities into contracts. View your counterparty’s LinkedIn profile before sending, using integration with LinkedIn Sales Navigator. Push data from signers back into Dynamics.
Close business faster. Completely automate your quote-to-cash process by embedding Adobe Sign into multistep Microsoft Dynamics workflows.
Track and manage automatically. Keep track of document status throughout the signing process. Automatically attach signed documents and audit trails to the relevant entity.
"Now, with Adobe Sign integrated with Microsoft Dynamics 365, our agents can populate a contract while on the phone talking to a prospect, and press send. The prospect can electronically sign while on the phone with us without any hold up. It’s a far more engaging process."
— Piran Scott, Divisional Finance Director, Lifetime Training