Print and Sign Documents from Dynamics 365 in Person

The best digital signature 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.

Print and Sign Documents in Person

Have you ever needed to sign a sales contract or invoice stored in your Dynamics 365 account?

DaDaDocs allows you to sign any Word or PDF document right in your Dynamics 365 account. In the past, you probably had to print the document, fill and sign it, and either scan it or send a hard copy to wherever it needed to go. Besides needing a printer and a scanner, the whole process was just too time consuming. DaDaDocs will simplify your workflow. All signatures added in DaDaDocs are legally binding under the E-Sign Act (2000).

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

Click the Sign button in the main toolbar.

DaDaDocs for integration with Dynamics 365

This will open the Signature Wizard that allows you to type, draw, upload, capture a signature with a webcam, or sign the document on a mobile device.

Integrate DaDaDocs with Dynamics 365

Click Save and Use to use the signature immediately or Save to use it later. In both cases, the signature will be saved in the Signature Wizard.

Click where you need to place the signature. Use the mini toolbar to resize the signature or change its position.

DaDaDocs Dynamics 365 integration

When you have finished editing, click the Done button in the top right corner and save your document back to your Dynamics 365 account, send it out for signing or turn into interactive fillable form available to anyone to fill out from any device.

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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