CompuSight eSignature for Microsoft Dynamics CRM 2011

With CompuSight eSignature for Dynamics CRM users shorten the sales cycle and accelerate the revenue by sending quotes and orders for paperless approval using a sophisticated user interface. Sending documents for electronic signature is as easy as sending an email. Simply route the document to one or many email destinations using your Dynamics CRM Lead, Contact, or User contact records and get real time status on every transaction from within a single workspace.

- achieve straight through document processing
- shorten the sales cycle and accelerate the revenue
- get real-time status on every transaction
- reduce costs by going paperless
- ensure compliance requirements
- eliminate the rekeying of data
- employ transaction control, workflows, templates
- reduce environmental footprint
- drive internal CRM usage up
- streamline collaboration with clients and prospects
- increase productivity and efficiency
- fastest way to get a signature

Employ transaction control, workflows, templates, user management, reporting and more. Merge the Dynamics CRM data with SharePoint documents for one-click electronic signature execution. Collect data in your documents and automatically update Dynamics CRM when the deal is done. Never re-key data again! Anytime, anywhere signing with a Web browser — even on a mobile device.

Quickly view status and progress of your sales process using Dynamics CRM reporting or entity explorer. Know exactly when your deal is delivered, know when it's opened, know when it's signed, and know when your deal is closed - without ever leaving the Dynamics CRM interface.

Dynamics CRM users can now request additional documentation from their signers such as a copy of a driver's license, W-2 or other required documents; all paperless and without the need to fax! Signer provided attachments are securely stored in a Microsoft SharePoint document library automatically.

Category:

Science & Technology

Tags:

• eSignature
• electronic signature
• Microsoft
• Dynamics
• CRM
• 2011
• online
• on-premise