• Simplified e-signatures for Microsoft Dynamics CRM

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EchoSign is the only certified web-contracting solution for Microsoft Dynamics© CRM 2011 and 2013 and Microsoft Dynamics CRM Online providing end-to-end signature process automation.

Key features of EchoSign for Microsoft Dynamics CRM:

  • Works with both hosted and on-premise installations
  • Run EchoSign entirely from Microsoft Dynamics CRM
  • Send documents from any standard or custom entity
  • Merge data from CRM to documents for e-Signature
  • Automatically updates CRM entities with the data collected from signed documents
  • Get real-time dashboard visibility into all agreements out for signature
  • Automatically attaches the final signed agreement and audit trail as a PDF to the relevant entity
  • Access agreements from your mobile device or laptop to host in-person signing
  • Set an expiration date for your agreements to ensure a timely signature
  • Signers can e-Sign documents in more than 20 languages