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.
![OneSpan Sign Microsoft Dynamics CRM](/sites/default/files/inline-images/onespan-dynamics_transparent.png)
Add e-signatures to everyday documents, such as:
- Sales contracts
- Purchase orders
- Statements of work
- Partner agreements
- SLAs
- NDAs
- Customer PR approvals
- Insertion orders
![Dynamics 365](/sites/default/files/inline-images/OneSpan%20Sign%20for%20Microsoft%20Dynamics%20CRM_EN.png)
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](/sites/default/files/inline-images/Icon_Connectors_mostflexiblesolution_1.png)
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](/sites/default/files/inline-images/icon_financial_strength-HighestAdoptionRates_1.png)
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](/sites/default/files/inline-images/Icon_audit_trail_SingleUnifiedAuditTrail_1.png)
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](/sites/default/files/inline-images/Icon_Shield_SecureLegalCompliant%20_1.png)
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