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xRM

xSign Docusign Integration for Microsoft Dynamics CRM 2011

by xRM

xSign DocuSign Integration harnesses Microsoft Dynamics CRM 2011, DocuSign, and Microsoft SharePoint into a powerful solution that helps companies by automating key steps of the document-generation and document-signing processes.

xSign is a plug-in that unites Microsoft Dynamics CRM, SharePoint, and DocuSign into an efficient deal-closing system.

xSign DocuSign Integration harnesses Microsoft Dynamics CRM Benefits:

• Get contracts and other important documents delivered and signed more quickly
• Store, retrieve, configure, and send important documents from within Microsoft Dynamics CRM
• Track each stage of the signing process

xSign DocuSign Integration allows you to:

• Configure DocuSign envelopes from Microsoft Dynamics CRM.
• Create custom Microsoft Dynamics CRM entities to initiate document generation and DocuSign functionality, as well as store documents via SharePoint.
• Choose recipients and their roles in the signing process.
• Select signature locations within the documents.
• Automatically access document templates stored in SharePoint and send them directly from Microsoft Dynamics CRM.
• Populate fields in document templates with data stored in your Microsoft Dynamics CRM database.
• Store signed and unsigned contracts and other documents automatically in SharePoint.
• Track every step of the signature gathering process in Microsoft Dynamics CRM.

xSign DocuSign Integration Requirements:

• Microsoft Dynamics CRM 2011: on-premises or partner-hosted deployment
• Microsoft SharePoint 2010
• Microsoft Office Word 2010
• DocuSign Enterprise account

xSign Docusign Integration for Microsoft Dynamics CRM 2011 has not been reviewed by any customers.

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The views and opinions submitted and expressed here are not those of Microsoft.

Version

1.1

Release Date

9/17/2012
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