eSignLive for Dynamics CRM

Keep documents digital with eSignLive for Dynamics CRM

Prepare, manage and send documents and forms of all kinds for e-signature directly in Microsoft Dynamics 365 and 2016. Business users can send, sign, track and securely store any documents without ever leaving Dynamics CRM. Delight your customers with the most intuitive and enjoyable signing experience. E-signed documents and audit trails are automatically saved in Microsoft Dynamics CRM after the process is complete.

Easy for Senders

Packed with features to streamline transaction preparation and management – both at the office and on the go.

eSignLive provides a fully embedded experience inside of Dynamics CRM – eliminating the need for training. Start the e-sign transaction creation process with auto-populated documents from any standard or custom Dynamics CRM entity.
Easy for Business Users

Invite customers to e-sign from your contacts, leads and users. An intuitive, drag-and-drop interface reduces the number of steps to create transactions. Pre-populated templates accelerate the document preparation process.

Easy for Administrators

Enables system administrators to create custom links/buttons, report on transactions, create re-usable templates, manage text tags and conventions, manage users, and more.

Easy for Signers

Designed to deliver the best customer experience across all devices

Easy and intuitive signing anywhere, anytime and on any device – while enabling you to further optimize the signing experience for your customers.
Easy to Sign

Guides people to sign, initial and fill in data in all the right places so documents are returned free of errors and omissions.

Anywhere, Any Device

An optimized signing experience across all channels and devices.

White Labeled

Fully white label the signing experience so that people see your brand – and only your brand – from start to finish.

Compare a white-labeled vs. a non-branded signing experience

White Labeled

eSignLive’s brand doesn’t appear in any of the interfaces or email notifications.  Your brand remains in the spotlight to ensure the most seamless user experience. This helps drive high adoption and transaction complete rates.

Not White-Labeled

With some e-signature vendors, their brand is part of the user experience creating confusion and risk of customers dropping off. What’s more, emails are sent from the vendor’s servers, creating the risk of as phishing scams,  malware and potential lawsuits as a result.

Digital Signatures

Guarantees the integrity of the signed document by tamper sealing it after each person signs to protect you and your customers

If a change is made in between signers, it’s automatically detected and the document is invalidated.
Document Security

Ensures the integrity of e-signed documents by applying a digital signature and tamper-seal after each person has signed. Learn more about digital signatures.

1-Click Verification

Embeds the audit trail into the e-signed PDF. Includes a an easy, one-click verification process to validate integrity of the document and signatures.

Digital Certificates

A choice of local- and server-signing options for organizations that rely on digital certificates for signing.

Compare eSignLive’s digital signatures with the competition

Digital Signature
for ALL Signers

Some other e-signature solutions only apply a tamper seal wrapper at the end of the signing process, enabling the document’s content to be modified without detection in between signers. What’s more, their audit trail is only available as a separate file, forcing you to store two files and making it longer to verify.

Digital Signature for EACH & EVERY Signer

eSignLive secures each person’s signature in the document using digital signature technology so that if a change is made in between signers, their signature is visibly invalidated. This deters fraud and provides a more reliable audit trail. The audit trail is directly embedded in the document, resulting in a single file that’s easier to verify and manage.

Audit Trails

Deflect legal disputes and prove compliance – quickly and cost effectively – with the most comprehensive audit trails.

The only e-signature solution to capture both a static and patented visual audit trail of the step-by-step signing process – as seen and experienced by signers.

Signers individual time experience:

Signers individual time experience:

Signers individual time experience:

Signers individual time experience:

All Content

Captures the exact appearance of all web pages, disclosures and documents used to help signers understand the terms of the contract or agreement.

All Actions

Captures every action taken by signers: click-to-accept, click-to-initial, click-to-sign, save sessions, download, etc.

Time Stamp

Records when people logged in and out, and how long they spent on each web page and document.

Automation

Increases organizational efficiency, compliance and customer satisfaction by automating document and contracting workflows

Eliminates manual processing and errors by pre-populating documents with data stored in Dynamics CRM and preventing documents from being returned if missing a signature, initial or other required data.
Document Generation

Select documents stored in Dynamics CRM or SharePoint, or integrate with  contract management, invoicing, and document generation apps like Xpertdoc to streamline document workflows – from document creation to signing to storage.

Two-Way Data Sync

Eliminate manual data entry by utilizing conventions to automatically populate data from Dynamics CRM into documents, as well as update Dynamics CRM records if forms data is collected during the signing process.

Custom Workflow Capabilities

Automatically trigger downstream workflow processes such as order fulfilment, invoicing, onboarding and more. Complete audit trails are also available in Dynamics CRM.

Flexible

Most flexible options for getting e-signatures out to your customers, partners and employees – quickly and securely

Supports a wide range of user authentication and signing methods, while enabling you to integrate e-signatures with custom apps built on Dynamics CRM.
Multi-Signer & Signing Methods

Eliminates manual sending and signing steps in the process. eSignLive for Dynamics CRM handles parallel or sequential signing, document insertion, proxy signing, and much more.

Authentication Methods

Choose the method of user authentication that makes the most sense for your process – email, secret question and answer, SMS passcodes and more.

Seamless Integrations

eSignLive offers pre-built integrations with Microsoft Dynamics 365 and Dynamics 2016 on-premises.

Monitor

Enables you to monitor the status of documents in real time, at all times.

Automatically track the status of documents with easy to use reports and dashboards inside Dynamics CRM.
Real-Time Reporting

Get visibility into when a document is opened, signed, and track the progress throughout the entire approval workflow in multiple signer scenarios.

Built-In Reminders & Expirations

Leverage built-in reminders and expiration dates to automatically alert signers when the documents are set to expire within a specific period of time.

Global

Go paperless anywhere in the world while complying with country-specific regulations.

With our global data centers, and multiple languages and support options, you can do business securely and legally from anywhere in the world.
Global Data Centers

Runs on world-class data centers to meet in-country data residency requirements: US, Canada, UK, Germany and Australia. Compliant with SOC 2, FedRAMP, HIPAA and more.

Go global
Product Support

Get support from our highly responsive team during local business hours. Self-serve, online support is available 24/7 through forums and our user community.

Global E-Sign Laws

Support eIDAS requirements for advanced and qualified e-signatures so you can transact across all 28 EU Member States. Also support requirements with other global e-sign regulations.

Resources


Data Sheet

Share the eSignLive for Dynamics CRM product datasheet

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Whitepaper

7 reasons to e-sign contracts in Dynamics CRM

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Evaluation Guide

The top things to look for when evaluating e-signature solutions

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User Guide

Step by step instructions and resources to help you succeed

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Video

Getting started video

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Support

Contact our world class customer support support@esignlive.com



Connector

Download eSignLive for Dynamics CRM 2015

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Connector

Download eSignLive for Dynamics CRM 2013

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Connector

Download eSignLive for Dynamics CRM 2011

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