Be it your customers or partners, people want simple, fast, and easy digital experiences.
Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant bottlenecks in many sales processes is the back-and-forth process required to obtain signatures.
Printing, scanning, and mailing may turn a simple last step into a time-consuming burden. But you can now lose this burden by integrating e-signatures with Dynamics 365.
It will not only help you speed up deal closing but will improve customer satisfaction and ensure teams focus more on selling than just dealing.
Previously, we discussed why your business needs eSignatures Integration in D365 and which industries are adopting electronic signatures.
Today, we will explore how it can benefit your sales department. In a broader perspective, there is a lot you can achieve with Dynamics 365 Electronic Signature.
Let’s find out more about the Benefits of Using eSignatures.
Top Benefits of eSignatures for Sales Contracts in Australia
Before integrating an eSignature app with Dynamics 365 Sales, teams often face delays and inefficiencies as they manually process contracts and paperwork. The back-and-forth for signatures can hinder the momentum of closing deals quickly.
However, after integrating eSignatures into your Dynamics 365 system, the entire process becomes seamless. With eSignature capabilities directly within Dynamics 365, contracts can be signed electronically, eliminating the need for printing, scanning, or mailing documents.
Digital processes for agreements and signatures make for a smoother buying experience overall. It minimises the hassles of complex processes and improves customer workflows, too.
Before, we discussed the financial benefits of the eSign app.
Below are the benefits of the electronic signatures add-on in Dynamics 365 for sales and contracts:
Increased Security and Compliance
Dynamics 365 eSign App enables businesses to sign documents electronically while being secure and compliant. Advanced e-signature systems provide document integrity and security through encryption, authentication, and tracking.
This certifies the signer’s identity and demonstrates document validity with:
- Individual identification for each participant.
- Time-stamped audit logs for all activity
- IP addresses and device information.
Enhanced Customer Experience
Customers expect convenience and speed when signing documents. E-signature technology allows users to sign papers from any location, at any time, and using any device.
Customers can sign contracts on their own terms, improving their overall experience and satisfaction with the sales process.
Businesses can distinguish themselves from competitors who may still use outdated paper-based processes by providing e-signature as an option.
Speed up Time-to-sign
When discussing contracts, the printing, signing, and posting procedures might take days, if not weeks. When the recipient receives the papers, they will perform identical activities before you can receive them.
This back-and-forth is annoying and time-consuming. A digital contract allows you to finalise a transaction in minutes with the use of electronic signatures.
DHRP add-on for e-signatures in Dynamics 365 is one of the best solutions. It also allows you to update a document after it has been received, eliminating the need to rewrite and reupload a contract each time you make changes. It will notify the participants right after anyone makes changes to it.
Improved Workflows
Integrating the two systems improves how businesses operate and helps you cut through red tape. For example, the Microsoft 365 electronic signature with a DHRP add-on ensures that your whole process goes smoothly.
Contracts can be sent to all relevant parties at various stages of the process. They may quickly sign and move essential papers along the pipeline, all while producing a legally binding audit trail.
More Integrated Document Management
A digital audit trail records every interaction with your papers and is an important best practice for your e-signature procedure. Determine who viewed, signed, or made changes and when. This thorough record demonstrates compliance and provides insights for optimising your procedure.
Your sales contracts are also kept structured in any of the Digital contract signing solutions for Australian businesses that integrate with your existing technology stack.
Enhanced Sales Performance Tracking
Unlike paper processes, which keep you in the dark, digital signatures provide real-time metrics that show exactly where agreements succeed or fail. E-signature analytics identify patterns in your deal flow:
- Which proposals are signed the fastest so you can imitate what works?
- Where contracts frequently stall, to help you minimize bottlenecks in your process.
- How different stakeholders engage with documents in order to tailor follow-ups more successfully.
- When prospects are most likely to sign, make sure you approach them at opportune times to follow up.
Real-time Example:
Suppose you’re working with a client who is unsure whether or not to finalise a transaction. You decide to sweeten the deal by providing a little discount if they sign by the end of the week. With eSignatures, you can distribute the revised contract immediately. The client can sign from their phone, and you have closed the deal before the deadline.
Final Thought
Not to mention the fact that so many signatures are requested and collected during the sales cycle. In actuality, the document is not only signed at the end, but several signatures are required before the contract is signed.
So, if you want to expedite the procedure, this is your call. Now, to fulfil your need for e-signatures, we at DHRP have the most suitable eSignatures add-on for Dynamics 365.
Take advantage of our 14-day free trial—request a demo or visit AppSource to claim this offer. For more information about DHRP’s Dynamics 365 add-ons, feel free to contact us.
Try today, and streamline signing tomorrow!
