HIGHLIGHTS
Get up and running with e-signatures in minutes with little to no IT involvement at all and customize your application based on your business requirements
- Drag & drop signature blocks and fields into documents
- Select documents to upload from Dynamics CRM, SharePoint or from your desktop
- Invite prospects and customers to e-sign from your contacts, leads and users
- Support for standard and custom entities to autopopulate documents with data from Dynamics CRM
- Track the progress of the digital transaction as well as the signing process
- Automatically archive e-signed documents in your CRM
- Use and save templates to automate future transactions
- e-Signed documents include embedded audit trails and tamper-evident signatures that record who signed, in what order, when and where
OneSpan Sign for Microsoft Dynamics CRM is an add-on that enables sales and marketing professionals to prepare, manage and send documents for e-signature directly from their CRM system. Recipients can conveniently review and sign documents from anywhere, anytime and on any device. By ensuring that the process stays 100% digital, you eliminate manual processing and related errors and costs, ultimately helping you close deals faster.
OneSpan Sign for Dynamics CRM handles many different scenarios, including:
- Managing multiple documents and signers with serial or parallel signing processes
- Applying an additional layer of security with authentication methods like email, SMS text code and Q&A
- Implementing built-in reminders and expiration dates
- Remote or in-person signing
- Customizing the signer experience across any channel and any device, including mobile
One Span Sign can also integrate with Xpertdoc to automate the entire document transaction lifecycle - from document generation to e-signature - directly from Dynamics CRM.
Add e-signatures to everyday documents, such as:
- Sales contracts
- Purchase orders
- Statements of work
- Partner agreements
- SLAs
- NDAs
- Customer PR approvals
- Insertion orders
HOW IT WORKS
Most flexible solution
Upload documents, add signers and choose other e-signature options to create your eSignLive transaction.
Prepare & Send
Drag & drop signature blocks and fields into your documents and send the prepared documents to prospects, customers and partners to e-sign.
Most flexible solution
Signers receive an email inviting them to e-sign documents. They authenticate themselves, gain access to the documents and click to sign.
Track
Monitor the progress of your eSignLive transaction in real time and view the automatically archived e-signed documents and the audit trail without leaving your CRM.
PRODUCT DIFFERENTIATORS
Most flexible solution
Most deployment options: public cloud, private cloud or on-premises behind the firewall (for any project size, complexity or budget)
Configurable workflows and a wide range of user authentication options and signature capture methods
Highest adoption rates
Fully white-label the e-sign process and deliver the best signer experience — from simple to the most complex workflows
Ease of use across channels and devices from 20+ years of best practices
Most comprehensive audit trails
Static and patented visual audit trails make it easy to demonstrate compliance and prove exactly what was signed and how it was signed
Secure, legal, and compliant
Tamper-evident seal for each signature
One-click, vendor-independent verification of signatures
OneSpan Sign meets the highest security standards including SOC 2, FedRAMP and HIPAA