Digital document management systems cost less than one-fifth of their physical paper counterparts. Having a million solutions for running business in the cloud is not enough because truly great customer experience comes from integrating various digital products into one customized system. In an overwhelming market of integrations with Dynamics 365 CRM, SignNow elevates customer experience as the single most competitive advantage.
SignNow helps businesses increase revenues by simplifying the contract lifecycle. Delivering a service that crashes bottlenecks in paperwork has already changed business operations for 6 million daily users. With the goal of optimizing business interactions, SignNow focuses on a company's system of e-signature workflow.
Send for Signature (Invite to Sign)
Send for Signature enables users to email PDF documents with a signature request and sign them with a digital signature. The PDF document turns into an interactive form with SignNow Fillable Fields: designated areas for text and signature input. Access to the document is granted via a link which can be shared in any messenger or email. When the document is signed, it returns to the owner with a notification email.
SignNow Templates enable users to create boilerplates for standard company forms. Template becomes a master document for generating new copies from. Users can turn any document into a template and modify it: add fillable fields to it, brand it with a company logo, font and style, provide hints to specific parts etc. There is no limit to the amount of templates in SignNow.
Send Documents for Signature Using Templates
Templates are available for Sending for Signature and Creating Signing Links. The owner can share the templates but other users wouldn’t be able to modify them, only send them for signature.
Build Signature Workflows
The document owner can set the order of signing by assigning different roles to recipients and arrange a full signature workflow in which the document becomes accessible to the next signer only when the previous signer has filled it in. Fillable fields assigned to one particular person are locked for all other signers. All parties of the workflow receive a signed copy upon the last signature.
Create Signing Links
Users generate signing links to templates and distribute them to signers. Each person who visits the signing link will sign their own fresh copy of the document. Signing links expire once the signature request is fulfilled. Users can copy your signing link and paste it into emails, websites, blog posts, etc. Each person who clicks the link will be taken to their own fresh copy of the document and the signed documents will be available in your account when they’re done signing.
Track signature status (Audit Trail + Document History)
SignNow Audit Trail provides a full activity log for documents and signature requests. Owners can monitor when a document was opened and verify who signed it. All activity is logged by IP, user, and timestamp. The document history is available for downloading in PDF.
Data Binding for Dynamics
Data Binding means connecting fields in Dynamics records with fillable fields on a template or document in SignNow. When customers fill out a field in SignNow, the same data can be automatically transferred to the related Dynamics field, in the related record. You can use a PDF document, to collect data from a customer and put it into a new Dynamics record automatically without manual re-typing. Data Binding works for prefilling documents from Dynamics records, creating or updating Dynamics records.