Save Time and Go Paperless by Getting Documents Signed Electronically in Dynamics 365

The best document signing solution for Dynamics 365
DaDaDocs Dynamics integration
The DaDaDocs Dynamics 365 integration is a complete online PDF editor for typing, editing, erasing, blacking out and annotating text as well as signing PDF documents within Dynamics. Collaborate on documents in your Dynamics account and make them available for filling by anyone on any mobile device.

Save Time and Go Paperless by Getting Documents Signed Electronically

Have you ever needed to send out contract or invoice stored in your Dynamics 365 account to be signed?

With DaDaDocs you can send your business documents and collect digital signatures on the spot. DaDaDocs SendToSign feature is an easy way to request signatures that can be added to your PDF or Word document.

To get started, click on Sales and select a required entity, for example, Opportunities.

DaDaDocs integration with Dynamics 365

Select the opportunity from the list and click on DaDaDocs in the top panel of Dynamics interface.

DaDaDocs integration with Dynamics 365 account

Choose the document you would like to edit and press Edit Document.

DaDaDocs for Dynamics 365

You can send the document out for signatures directly from the editor. Make all the required changes in the document and click the Done button. Select SendToSign from the drop-down menu.

DaDaDocs for integration with Dynamics 365

Select Your SendToSign Method. There are two options for requesting digital signatures: SendToEach and SendToGroup.

Integrate DaDaDocs with Dynamics 365

SendToEach: Send up to twenty unique copies of the document to be individually signed by each recipient. You will receive a confirmation email as each copy is signed.

SendToGroup: SendToGroup allows you to send a single copy of the document to up to twenty people. Once all the recipients sign the document, you will receive a confirmation email.

To create your signature request, add the email address and name of the recipient(s).

DaDaDocs Dynamics 365 integration

Select the signer’s authentication options. If you choose to enable two-factor authentication, move the slider to the right and enter the recipient’s phone number. The recipient will get a unique passcode via text message. To open the document, the recipient will have to enter this passcode.

Set the editing permissions. If you set the editing permissions to Signature Only, the recipient will only be able to sign and date the document. If you select Full Access, the recipient will also be able to edit the document using all our editing tools in addition to signing the document.

Request a photo for signature authentication. If you select this option, the recipient will have to prove their identity by taking a photo with their webcam before returning the signed document.

DaDaDocs integrates with Dynamics 365

You can write a message to a recipient under the Subject line.

DaDaDocs integrates with Dynamics 365 account

Add more recipients by clicking Add Another Recipient.

If you select to request signatures using SendToGroup, create an envelope name to label your group. Only you will be able to see this label.

DaDaDocs + Dynamics 365 integration

If you want to change or add the fillable fields to your document and assign them to the recipients, click the corresponding orange button.

DaDaDocs integration for Dynamics 365

Finally, click SendToSign in the bottom right corner of the page. The recipients will receive an email with your request to sign the document.

The link will open the document in the editor where the recipient will be able to sign it. Once the document is signed, it will be automatically uploaded to your Dynamics 365 account.

Application Features

PDF Editor
  • Type and erase
  • Black out and redact
  • Add images
  • Draw arrows and lines
  • Place sticky notes and text boxes
Form Builder
  • Turn any document into a smart fillable form
  • Use checkboxes, drop-down menus, date and signature fields, formulas and images
  • Define the filling order and add instructional videos to guide clients through the document
eSign & Workflows
  • eSign documents and collect signatures
  • Get instant notification with a copy of the document once it's been filled out
  • Work together on any device to access, edit, collaborate and comment on a single document

Learn More with Guidebooks

Dynamics 365 Guidebook
PDFfiller's DaDaDocs for Dynamics 365 Guidebook
PDF, 8.80 MB
Download
PDFfiller Guidebook
PDFfiller Guidebook
PDF, 6.0 MB
Download
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