Adobe Sign Streamlines Signatures For Microsoft Dynamics
by Jon Perera
posted on 12-13-2016
The linchpin of any deal is the official approval. Until an agreement, quote, or contract is signed on the dotted line, it doesn’t truly exist. Our mission with Adobe Sign is to make approvals as fast and simple as possible by integrating e-signatures into the systems that organizations already rely on to run their business. To further that mission, we’re excited to announce the newest release of Adobe Sign for Microsoft Dynamics.
Adobe Sign now integrates with both the on-premise and online version of Microsoft Dynamics. This news supports our recently announced strategic partnership with Microsoft to help businesses transform customer engagement through integrations across Adobe, Microsoft Azure, and Microsoft Dynamics 365.
Seal the deal quickly and securely
Adobe Sign helps speed up the sales cycle and reduces frustrating delays in the approval process by adding trusted e-signatures to your existing Microsoft Dynamics CRM workflow. With Adobe Sign, you can send documents for signature right from Dynamics, track pending contracts in real time, and sign from any device in a few clicks. And once your contracts are signed, copies of the approved documents are automatically sent as PDF files to all approvers.
What’s new in the latest release
To help businesses speed up their digital processes in every step of the sales cycle— from prospecting through renewal—Adobe Sign now offers the following enhancements for Microsoft Dynamics.
- Use Adobe Sign with Dynamics 365—Adobe Sign now integrates with Dynamics 365, offering comprehensive support for the Microsoft
- Save time with templates—Create templates of common documents that anyone can select from the Adobe Sign library, customize with information from Dynamics, and send for
- Track approval status—Keep an eye on your documents in real time right from Dynamics. See which documents have been viewed, opened, or signed, so you always know where your deals
- Take advantage of cross-browser support—Adobe Sign’s integration now supports all major browsers including Safari, Google Chrome, and Internet Explorer.
Setting up Adobe Sign only takes a few minutes, and you can integrate it into your current Dynamics document processes without coding.
To learn more about how Adobe Sign and Microsoft Dynamics work together to help you close more deals in less time, visit the Adobe Sign for Dynamics page on Adobe.com or read the Adobe Sign for Microsoft Dynamics solution brief.
To see Adobe Sign in action, download our free trial.