DocuSign for Dynamics 365 Business Central
by New Technology Research
Send documents for eSignature via DocuSign directly within Dynamics 365 Business Central.
Official DocuSign Partner Integration: Seamless DocuSign eSignatures Within Business Central
Ideal for teams sending frequent documents for signature
- Reduce document processing time
- Close deals faster with integrated signature requests
Here's what our integration allows your team to do:
- Create and send envelopes for signature.
- Add up to two signature recipients, allowing for two-party signature processes.
- 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
- Send signatures from each individual users DocuSign account or a centralized account.
- Review the documentation here: DocuSign for Dynamics 365 Business Central
A trusted DocuSign partner integration
Frequently Asked Questions
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.
Q: How difficult is the setup?
A: Setup typically takes less than 30 minutes. Our user guide walks through the steps for creating your API key and connecting it to Business Central
Q: How secure is the integration?
A: We utilize DocuSign's industry leading secure API, with no other outside resources or data transfer. Everything stays safe and compliant.
Getting Started is Easy
- Install the app from AppSource
- Connect your DocuSign account
- Start sending documents for signature
Review all of our Signature apps
- 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.