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AssureSign and DocumentsCorePack: Professional e-Signature - PowerPoint PPT Presentation

Feb 03, 2023 •151 likes •222 views

AssureSign and DocumentsCorePack: Professional e-Signature processing in Microsoft Dynamics 365 Agenda AssureSign & mscrm-addons.com AssureSign: Benefits of Electronic 1 Signature DocumentsCorePack for Dynamics 2 365 / CRM 3

  1. AssureSign and DocumentsCorePack: Professional e-Signature processing in Microsoft Dynamics 365

  2. Agenda AssureSign & mscrm-addons.com AssureSign: Benefits of Electronic 1 Signature DocumentsCorePack for Dynamics 2 365 / CRM 3 DocumentsCorePack + AssureSign 4 Demo 5 Q&A

  3. AssureSign Benefits of Electronic Signature VELOCITY COST RISK MITIGATION Increase Sales Up To 65% REDUCTION Achieve 100% completion rate Cost Savings Up To 75%

  4. DocumentsCorePack A unified document solution in MS Dynamics 365: How does it work? 3 major pillars guarantee flexible, professional and reliable document processing: • The ‘Dialog’ – user guided document processes: Acessible form the command bar, the dialog eases document generation and processing to 3 simple steps: • Select a template • Choose a document action & • Preview • Document Automation inside Workflows • Payment- / Shipping confirmations • Scheduled reports • Standardize documents • TemplateDesign • Use the Power & Simplicity of Microsoft Word to design your reports.

  5. DocumentsCorePack & AssureSign Simplify your business processes & save some trees Goal: Streamline and unify process of document generation and e-Signing • Template Design: • Pre-define placeholders for e-Signatures • Pre-define properties and questions • Trigger e-Sign processes • Start an on-demand process via the DocumentsCorePack dialog • Full Automation via workflows • Features : • Ability to track the signing process within MS Dynamics 365 • Signed document delivered back as note • In-Person Signing capabilities

  6. Demo 1. Designing a NDA using the DocumentsCorePack Template Designer to add AssureSign Fields. 2. Sending the NDA to a customer using DocumentsCorePack and AssureSign in Dynamics365.

  7. Thank you! Feel free to join our upcoming Webinars! http://www.mscrm-addons.com/Support/Webinars.aspx Res esources: • You can find us on the web at http://www.mscrm-addons.com • Help-Center (Live-Chat, Support): http://www.mscrm-addons.com/Support.aspx • Don’t forget we have an awesome blog at http://blogs.mscrm-addons.com/ , you’ll find it to be a helpful resource! Con Contact: US: +1 404 720 6066 support@mscrm-addons.com Europe: +43 (316) 680 880 office@mscrm-addons.com

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