Combing DocuSign and Microsoft Apps to drive Collaboration and Efficiency with Ease
Combing DocuSign and Microsoft Apps to drive Collaboration and Efficiency with Ease
DocuSign designed to work together with Microsoft, leverage Microsoft capabilities across the entire agreement lifecycle, from preparation stage to signing stage, from acting on the agreement to managing the agreement, aims to automate and streamline workflows with efficiency and productivity.
1. Preparation stage:
Prepare Agreement with Word
- Securely send and sign important documents right from Word
- Drag and drop tags where recipients need to sign
Prepare Agreement with Outlook
- Upload documents and DocuSign for Outlook pre-populates signers from your email message.
- Access DocuSign right from the Outlook apps toolbar.
Prepare Agreement with Dynamics 365
- Automatically generate, customizable agreements with just a few clicks.
Prepare Agreement with SharePoint List
- SharePoint list data can be mapped to fields in a DocuSign template.
- This approach lets you merge SharePoint data into DocuSign envelopes, and also write data from DocuSign back to SharePoint.
2. Signing stage:
Sign Agreement with Teams
- Get notifications when you need to sign or when someone completes an agreement.
3. Acting stage:
Act on Agreement with Power Automate
- Create post-signature workflows to synchronize agreements, get notified, collect data and more.
- Send envelopes from Microsoft Power Automate with pre-populated data from other apps.
- Build a Power App embedded with a DocuSign signing session to power real-time agreements
4. Management stage:
Manage Agreement with SharePoint Online
- Store and manage completed agreements in SharePoint document library.
- Access documents from a centralized repository.
Prepare, sign, act and manage agreements with DocuSign Dynamics 365 CRM integration. Together, organizations is able to bring the agreement processes rapidly and directly into the flow of work by reducing the complexity of collaboration on agreements, driving efficiency and productivity, and making mobile work more feasible and reliable.
With DocuSign integrations for Microsoft, you can keep your business fully digital, to reduce turnaround time and streamline workflows, make the collaboration on agreements more easily and quickly, boosting productivity and accelerating the completion of agreements.
SoftwareOne is one the largest Microsoft License Service Provider (LSP) and Cloud Service Provider (CSP) across the globe. With the strategic alliance partnership with DocuSign, we could provide an end-to-end professional service and advisory to your organization and see how these solutions enhance your productivity and efficiency.
