OneSpan Sign for Microsoft Dynamics CRM
Keep documents digital and close deals faster with OneSpan Sign’s out-of-the-box connector – Hit the ground running faster
Fully Embedded Dynamics Experience
Start the e-sign transaction creation process with auto-populated documents from any standard or custom Dynamics CRM entity. This out-of-the-box connector eliminates the need for any kind of training. E-signed documents and audit trails are automatically saved in Microsoft Dynamics CRM after the process is complete. Documents that can be handled by this solution are:
- Sales and business agreements
- NDAs and proposals
- Legal documents
- HR forms and on-boarding documents
- And much more
Two-Way Data Sync
Eliminate manual data entry by using conventions to auto-populate data from Dynamics into documents and update records with captured data
Support a wide range of user authentication and signing methods, while easily integrating e-signatures with custom apps built on Dynamics
BUILT ON BEST-IN-CLASS E-SIGN CAPABILITIES
Our pre-built connector for Dynamics is available as part of the OneSpan Sign Professional Plan and comes packed with 25 years of best-in-class e-signature capabilities to ensure:
- Most seamless signing experience to ensure high user adoption
- Military-grade security to protect your documents and users against fraud
- Most comprehensive audit trails to prove your compliance and deter legal disputes
- Maximum flexibility and scalability to grow with your evolving enterprise needs
- A cost-effective solution regardless of your user and document volumes
How it works
CREATE TRANSACTION: Invite customers to e-sign from your contacts, leads, users or any standard and custom entity to automatically populate your documents.
PREPARE & SEND DOCUMENTS: An intuitive, drag-and-drop interface reduces the number of steps to create transactions. Pre-populated templates accelerate the document preparation process.
TRACK STATUS: Monitor the status of all documents to be signed via the dashboard. The sender is also notified by email when each signer has signed the document and when the document is ready to download.
SIGNING INVITATION: The signer receives an email invitation to sign the document. The signer can use any device and sign anywhere and at any time using OneSpan Sign’s optimized signing experience for all channels. For added security, the signer may be asked to authenticate their identity before accessing the document if requested by the sender.
REVIEW & SIGN: The signer is guided to sign, initial and enter additional signing information in all the right places in the document. Once signed, the document is automatically routed back to the sender, or to the next person who must sign the document.
REVIEW & SIGN: The signer is emailed a link to the completed document once every person has signed. All signers then receive an invitation to download the final document. Mobile app users also have the option to save documents to a cloud storage service.
ADMIN FEATURES: Enables system administrators to create custom links/buttons, report on transactions, create re-usable templates, manage text tags and conventions, manage users, and more.
The strongest feature of [OneSpan Sign] is the flexibility of the platform. There are many options to configure and tailor the experience to the customer’s needs. And the integration / connectors make it really easy for user to get up and running.
[OneSpan Sign] listens to our suggestion for future product features and works with us to ensure their enhancements support our needs.
We purchased [OneSpan Sign] for tracking and evidence of electronic document delivery. The benefits we’ve experienced are customer convenience, cost-savings, and an improved loan process.