E-signature has become a need for any enterprise that is either globally functioning or planning to scale globally. When every process is managed digitally, having your signatures on the paper seems like an extra financial and logistics burden only.
E-signatures remove these complications and allow users of any software, including Dynamics 365, to sign and approve documents right away. You have an event to attend, but the manager needs a quick invoice approval; go with e-signature from anywhere, anytime.
Now, with the increasing demand for e-signatures, we see that the market is filled with the choice of e-signature add-ons and tools for Dynamics 365 integration. Now, which one is suitable for your business?
In our previous blogs, we talked about the security of eSignatures, explored the top industries leveraging electronic signatures for greater efficiency, learned about the financial benefits of eSignatures, and highlighted the advantages of eSign for sales and contracts in Dynamics 365.
Today, we will dive into the top 5 eSignature add-ons and tools for Dynamics 365, exploring their features and benefits in detail. Stay tuned!
Top 5 eSignature Add-Ons and Tools for Dynamics 365
As you look deep into the business signing needs, you will get to know the features that suit your goals better. Here are the top tools and add-ons for Dynamics 365 you can use.
We will discuss the major features and descriptions of the best tools for Dynamics 365 eSign App integration so you can clearly understand every tool. Let’s get started.
DocuSign
DocuSign is a global leader in the e-signature sector. You can start a free 30-day trial. After the 30-day free trial period is over, there are several service plans to pick from.
DocuSign provides alternatives for both personal and commercial programs. DocuSign currently has hundreds of millions of users globally to create signatures in Dynamics 365. Let us look at some of DocuSign’s features.
Key Features
- DocuSign mobile apps allow you to email and sign documents from anywhere in the globe.
- Documents should be assigned a status so that you can track the approval/signing process.
- DocuSign's platform supports 43 languages.
- Templates can be created and used multiple times.
- DocuSign supports over 350 connections, including Salesforce, Dynamics 365, Google, SAP, and more.
- You can modify and add fields to your agreements.
Pricing
- Personal Plan: $10 per user/month – Suitable for occasional use with basic sending and signing features.
- Standard Plan: $25 per user/month – Includes branding, reminders, and advanced fields.
- Business Pro Plan: $40 per user/month – Adds payment collection, advanced forms, and signer authentication.
- Advanced Solutions: Custom pricing for enterprises needing additional features like bulk sending and advanced workflows.
E-Sign By DHRP
DHRP is offering a customised eSignatures add-on for Dynamics 365 named E-sign. This solution is like an ecosystem designed to empower your business. It was designed with the infrastructure of Microsoft Dynamics 365 in mind, hence considered one of the best in the list of top 5 eSignature add-ons for D365.
So, the feasibility of the add-on with Dynamics 365 is high. You can see the 65% efficiency boost in your operational management.
Now, you can do it effortlessly if you need to sign, create, send, or manage a document. Be it a large enterprise, an SMB, or a startup, this helps you:
Key Features
- Workflows were streamlined to collect signatures more effectively.
- Complete and sign documents fast, all in one location.
- Save time by using pre-made templates for frequent use.
- The versatility of different signee options will help to simplify your signing process.
- Stay informed about your documents during the procedure.
- Capture secure signatures directly in Dynamics 365 CRM.
- Dynamics 365 FinOps automates contract approvals and billing.
Pricing
- Free Trial: 14-day free trial available.
- Basic Package: $20 AUD per user/month or $200 AUD per user/year.
- Advanced Package: $100 AUD per user/month – Includes premium features for enterprises requiring extensive signing functionalities.
Adobe Sign
Adobe Sign is another prominent electronic signature supplier. One of Adobe Sign’s most appealing selling advantages is its easy integration with Microsoft Office applications, including Dynamics 365. Adobe’s features differ depending on the package you choose.
Currently, three plans are available: Acrobat PDF pack with e-sign, Acrobat Pro DC with e-sign, and Acrobat Pro DC with advanced e-sign. Here are some of the basic features:
Key Features
- The ability to sign PDFs and documents.
- Send documents to others for signature.
- Automatic alerts and reminders.
- Ability to produce and export PDFs to Word, Excel, and PowerPoint.
- Work together on PDFs.
- The ability to use e-sign and PDF technologies in Google Drive, Microsoft 365, Box, and Dropbox.
Pricing
- Individual Plan: $12.99 USD per month – Designed for solo professionals with basic eSignature needs.
- Small Business Plan: $14.99 USD per user/month – Best for small teams needing essential eSign features.
- Business & Enterprise Plan: Custom pricing – Includes advanced features like bulk sending, enhanced security, and document management tools.
SignNow
SignNow’s software-as-a-service platform enables consumers and organisations to sign and manage documents from any computer easily.
Integrating E-Sign with Microsoft Dynamics simplifies document management, boosts collaboration, and assures industry compliance. Discover the future of digital transactions and transform your company processes.
E-Sign for Microsoft Dynamics 365 makes signing or receiving signatures on a document simple. Some of the important features include:
Key Features
- Integrate signing workflows straight into Dynamics 365.
- Customise the signup experience with branding options.
- Create reusable templates to streamline the signing process.
- Maintain a complete log of document activities to ensure compliance.
- Sign and send documents with any device.
- Customise the add-on to meet your specific business needs.
Pricing
- Business Plan: $8 per user/month (billed annually) – Includes basic eSignature features, document storage, and mobile access.
- Business Premium Plan: $15 per user/month (billed annually) – Offers advanced integrations, bulk sending, and advanced fields.
- Enterprise Plan: $30 per user/month (billed annually) – Provides HIPAA compliance, personalised branding, and advanced security.
eSign
eSign’s software is intended to streamline your business processes and make life easier for both you and your customers.
The solution appears to recognise the importance of program collaboration for an efficient and effective digital workflow; as a result, eSign seamlessly interacts with all of your favourite Microsoft apps, including 365, Outlook, and Word.
Key Features
- Select and upload SharePoint documents to your E-Sign account.
- Check document status in SharePoint or request e-signatures for Microsoft Dynamics documents.
- Dynamics saves completed papers.
- View the status of pending envelopes.
- Use an existing template to send papers for signing.
- Request signatures through your Dynamics address book.
Pricing
- Free Plan: Send up to 3 documents per month, 1GB storage (No signup required).
- Premium Plan: $14.99 per user/month (billed annually) – Unlimited self-signing and advanced features.
Final Thought
Now, you know about the Microsoft 365 electronic signature and the top 5 eSignature add-ons and solutions for Dynamics 365. The one that will stand out for your business depends on your goals; however, if your business is running on Dynamics 365, e-sign by DHRP is one of the best.
Without being biased about it, we can assure you that you will feel this tool is most feasible. Easy integration and a user-friendly interface with amazing features like tracking and fully customisable notification settings for pending signatures are just doing wonders for businesses.
Besides, its advantage is the infrastructure suitability to Dynamics 365.
One of the key benefits of eSign by DHRP is its highly affordable pricing, making it suitable for both small and large organisations. With packages starting at just AUD 20 per user/month and an advanced package for AUD 100 per user/month, it offers one of the most cost-effective solutions for business purposes compared to other tools in the market.
Want to try? Request a FREE DEMO with DHRP consultants, or visit AppSource to avail of the Free Trail now. To learn more about DHRP’s Dynamics 365 add-ons, please contact us.
