• On a Sales Quote page, the user clicks a DocuSign button which creates an envelope. They enter the contact details, then DocuSign is launched in a new tab for finalizing the envelope.
• Integration utilizes a DocuSign Template that will be the document sent to be signed.
• Your team can make any adjustment to the document once the envelope is created. Upload more documents, add signature tabs, etc.
• View the status of a signature to see when it has been received, viewed, completed, and more.
• Download the completed signature document.
• Void a signature
• All signatures can be sent from a single account, or each user sends from their own email address.
• Review the documentation here: DocuSign for Dynamics 365 Business Central

A trusted DocuSign partner integration

Q: Does this require a separate DocuSign subscription?
A: Yes, you need an active DocuSign subscription for this integration to work.

Q: What is the total all-in cost?
A: AppSource Subscription = $4/user/month or $40/user/year. DocuSign Subscription = Review pricing here. We recommend you speak with a DocuSign representative to ensure your subscription covers the number of envelopes you plan to send.

• Standard DocuSign - Adds a page to Business Central that your users can send and manage their envelopes sent via DocuSign.
• DocuSign for Sales Quotes - Adds a button to Sales Quotes that sends a pre-configured DocuSign Template for signature. Ideal for Sales Quotes, Terms & Conditions, Contracts, etc.
• DocuSign for Sales Orders - Adds a button to Sales Orders that sends a pre-configured DocuSign Template for signature. Ideal for Order Confirmations, Terms & Conditions, Contracts, etc.
• Standard PandaDoc - Adds a page to Business Central that your users can send and manage their envelopes sent via PandaDoc.
• Standard Adobe Sign - Adds a page to Business Central that your users can send and manage their envelopes sent via Adobe Sign.