https://store-images.s-microsoft.com/image/apps.61858.27ff88e8-6c72-44cc-bdbe-7836d9f07dff.f83e9711-35cc-4280-a478-a317d825249d.6060c87b-3e1b-4495-b916-b48e6e81f38d

DocuSign Sales Quote for Dynamics 365 Business Central

by New Technology Research

Send Quotes, Confirmations, Contracts, etc for signature via DocuSign

Official DocuSign Partner Integration: Seamless DocuSign eSignatures Within Business Central

Here's what our integration allows your team to do:

  • 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


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.


Have a question? Contact Kennandersen@ntribs.com.

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.

At a glance

https://store-images.s-microsoft.com/image/apps.56943.27ff88e8-6c72-44cc-bdbe-7836d9f07dff.f83e9711-35cc-4280-a478-a317d825249d.96b5891c-2bf0-46c5-a019-7c2efbd61716
https://store-images.s-microsoft.com/image/apps.8354.27ff88e8-6c72-44cc-bdbe-7836d9f07dff.f83e9711-35cc-4280-a478-a317d825249d.84e9010e-fca4-4d24-a6e8-e8e6bd6727ec
https://store-images.s-microsoft.com/image/apps.17063.27ff88e8-6c72-44cc-bdbe-7836d9f07dff.f83e9711-35cc-4280-a478-a317d825249d.706698ae-28b8-4f21-a155-f8bc91586199