Sign Documents from Dynamics 365 with Stamp

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.

Sign Documents with Stamp

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.

To type a signature, click the T icon and type your name.

DaDaDocs Dynamics 365 integration

You can also change the color and thickness of the signature in the Signature Wizard.

DaDaDocs integrates 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 integrates with Dynamics 365 account

To draw a signature, click the fountain pen icon and use your mouse or trackpad to draw your signature by clicking and dragging. Save and place the signature exactly where you want it to appear.

DaDaDocs + Dynamics 365 integration

To sign with your finger, click on mobile device and enter your phone number or email address. Open the link you receive via text message or email on your phone, and follow the instructions to sign with your finger.

DaDaDocs integration for Dynamics 365

To capture a signature, click the webcam icon and allow DaDaDocs access to your camera. Then simply sign a piece of paper and hold it up to the camera, so the signature fits inside the blue box. Click Take.

Integration between DaDaDocs and Dynamics 365

You can then choose to make adjustments to the scan, or use the signature as-is.

To upload a signature, click the arrow icon and navigate to an image of your signature on your computer. Just like with capture, you can then choose to use the signature as-is, or make changes. Available edits include crop, brightness, contrast, flip, rotate, and auto-adjust. DaDaDocs can verify your signature with a stamp showing the date when you signed the document. To show the stamp, just click its icon.

DaDaDocs and Dynamics 365 integration

You can create as many signatures as you like and save them in the wizard. Your signatures will automatically appear in the Signature Wizard, ready to be used any time you need to sign a document. You can also remove any signature with the trash can icon.

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 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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