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

2. Integrating AssureSign’s Electronic Signature Software
with Dynamics 365

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

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

5. 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 , 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.

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

7. 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 ed 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 notification letting me know the agreement has been signed.

8. AssureSign for Dynamics CRM
Demo
AssureSign for Dynamics CRM

9. 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

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

11. 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

12. 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.