AssureSign for Dynamics CRM Why E-Sign? AssureSign for Dynamics CRM

Integrating AssureSign’s Electronic Signature Software with Dynamics 365

Meet Today’s Presenters Kyle Welliver PowerObjects Inside Sales Anna McDonald AssureSign Inside Sales Liz Pham PowerObjects CRM Administrator

AssureSign for Dynamics CRM Why E-Sign? AssureSign for Dynamics CRM

Why PowerObjects uses AssureSign Made it easier/faster for customers to sign (vs. printing out, signing, scanning back in, sending). For more advanced capabilities, AssureSign can take data entered by signer and update fields in CRM. Lets us see what signing step the document is in (For multi-step documents). Ability to automate follow-up actions (send email, create project, update account, notify salesperson, etc.) through workflows. For SharePoint Online/Dynamics 365, auto upload Agreement directly to SharePoint Online using PowerAttachment. For SharePoint On-Prem, auto upload Agreement into SharePoint using PowerAttachment.

Our Old Process Ready for Agreement Ready for Agreement Item Item Item Make Edits to Agreement Ready for Agreement Compose an Email and Attach Agreement Client Sign Ready for Agreement Item Ready for Agreement Ready for Agreement Ready for Agreement Ready for Agreement Item Track Email Activity and Update CRM Record Item Save a copy to PC Find Agreement in SharePoint

Opportunity Closed as Won Closed Loop Service Lifecycle AssureSign Process Ready for Agreement Quick Edits Client Signs Notification/ SharePoint Opportunity Closed as Won Run Workflow in CRM. AssureSign Agreement is emailed to me first to make edits before sending to client. Client receives AssureSign Agreement and can review/sign electronically. Agreement is automatically uploaded into SharePoint. I receive an email notification letting me know the agreement has been signed.

AssureSign for Dynamics CRM Demo AssureSign for Dynamics CRM

This sends the document. AssureSign CRM Automation Set up 1 template workflow per document in the AssureSign web application. This sends the document. Set up 2 workflows per document in CRM. First workflow is to initialize the document for signing. Calls out to AssureSign to send document. 1st CRM Workflow Set up 2 workflows per document in CRM. Second workflow is to receive the signed document and trigger additional workflows to update records in CRM. AssureSign Workflow 2nd CRM Workflow

Benefits of Electronic Signature RISK MITIGATION COST REDUCTION VELOCITY Increase Sales Up To 65% Achieve 100% completion rate Cost Savings Up To 75%

Savings Results 2,500 $5.50 $13,750 $1 sales@assuresign.com Number of Documents Sent Each Year Associated Costs for Paper-Based Signatures Annual Spend on Document Lifecycle Implementing AssureSign eSign Software 2,500 $5.50 per document As low as $1 *Per Seat or Per Document Pricing Available sales@assuresign.com

AssureSign/CRM Estimates Install AssureSign 1 Hour – Install and Configure AssureSign in CRM. Document Setup 1 Hour* – Setup AssureSign JotBlocks and Workflow. CRM Workflows 1 Hour* – Per Set of CRM Workflows for 1 Document. *Special Notes Minimum time is 1 hour for each component. Quote is based on number of JotBlocks and desired automation per document.