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Integrating your digital signature solution.
By integrating eSign into your Windows operating system, you can sign and send documents straight from your Windows workspace, whatever the format, including PDFs and Microsoft Office documents, as well as documents stored on OneDrive. With simple collaboration between Windows and eSign, your business can take full advantage of eSign’s capabilities, including web form functionalities, eSignatures, ID verification and payment processing.
If your company uses Windows, integrating your digital signature solution into your operating system can complement your workflow, fine-tuning your business processes for ultimate efficiency. By improving collaboration between these two interfaces, negotiating between two separate workspaces becomes significantly easier, allowing you to eliminate unnecessary steps that impede productive work.
Improve communication and collaboration between clients and customers.
In the business world, most communication and collaboration between clients and customers is carried out by email and email attachments. That means your email inbox needs to be optimised to suit your workflow.
Power Automate allows you to integrate eSign and Outlook, adding elements of automation between your inbox and eSign.
Incorporating eSign’s technology into Microsoft Word.
If you use Word to create business documents such as contracts or agreements, integrating eSign’s digital signature allows you to eSign and send documents within the Microsoft workspace. Simply enable the eSign add-on and sign away.
Incorporating eSign’s technology into Microsoft Word allows you to enhance both your document workflow and your document organisation and storage. With the ability to upload Word documents to eSign’s management platform, you can save your created document as a template, allowing you to reuse the lay out and content, reducing document creation time for a quicker turnaround.
With these two platforms working together, you can optimise your workflow and benefit from the functionality of both eSign and Microsoft without having to switch between the two. This is a great way of incorporating electronic signature technology into your existing processes for optimal productivity.
Create an effective workflow.
Integrating your SharePoint and eSign accounts also allows you to improve document organisation and storage. Add automation into your document management processes, reducing the manual steps needed to create, share, and send out your documents.
Create an effective workflow that truly benefits your business and employees. Here are some things you can do with our connector:
Get the most from your CRM system.
Signing and sending documents is easy with the help of eSign’s electronic signature, allowing you to pull information from Dynamics365 to populate your document and send it out for a digital signature.
eSign for Dynamic 365 keeps you up to date with the progress of your transactions, creating a fully visible audit trail of changes and notifying all parties of updates and progress. By combining the two platforms, your business can improve its operational efficiency by enabling you to signifcantly reduce document turnaround times.
With eSign’s API capabilities, you can get the most from your CRM system by utilising customisable integrations and creating a bespoke system that truly works for your business. With eSign and Microsoft powering your processes, enjoy peace of mind that your digital technology will never slow your operations down.
Ability to use your digital signature solution.
As well as working with Microsoft Word, eSign can also be used in conjunction with the entire office 365 suite, such as PowerPoint, Excel and OneNote. In this sense, if your business relies heavily on Microsoft’s applications for its daily operations, eSign allows you to integrate into your existing processes easily and without hassle.
With the ability to use your digital signature solution with any of the Microsoft applications, sending and signing documents, as well as storing signed papers, becomes a simple, integrated workflow, rather than a siloed process that requires manual input from your employees.
Our digital products are aimed at streamlining your business workflow, communication, and collaboration. Combining eSign and Intercom can simplify your processes and boost communication between your chosen workspaces.
Paper-based processes can no longer keep up with the demands of your business and market. Modernise your operations with our digital platform and electronic signature and ensure your business stays one step ahead of competitors.
Optimise your current processes and offer responsive customer service to leave a lasting impression of your company. With eSign and Intercom, your digital solutions can communicate and collaborate for maximum efficiency.