DocuSign Integration

by Awara ITMicrosoft 365Paid

Connects Microsoft Dynamics 365 Business Central with DocuSign for electronic document signing and status tracking.

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PRICINGPaid
DEPLOYMENTCloud
CATEGORYHR
UPDATED ON MARKETPLACE
DocuSign Integration — screenshot from the Microsoft Marketplace listing

What it does

Connects Microsoft Dynamics 365 Business Central to DocuSign for electronic signature workflows. It supports configurable document types, reusable templates, signer assignments, signing order, and role-based permissions. Documents can be sent for signature, cancelled when needed, and monitored through status updates. Completed documents and signature certificates are added to Business Central as attachments.

Key capabilities

from the Microsoft Marketplace listing

Document Selection

Defines which document types enter the electronic signing workflow.

Template Reuse

Uses existing document templates when preparing items for signature.

Signer Assignment

Sets the company and customer participants for each signing request.

Signing Sequence

Configures the order in which participants sign documents.

Role Permissions

Sets roles and permissions for managing signature activity.

Signature Requests

Sends Business Central documents to DocuSign for signing.

Status Tracking

Shows current signer and document states.

Attachment Storage

Adds completed documents and signature certificates to Business Central records.

Who it's for

Sales managers, procurement managers, accountants, and financial controllers.

In the catalog

80 plugins in Dynamics 365 Business Central · HR

Price distribution: 2 free, 1 freemium, 75 paid, 2 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Dynamics 365 Business Central
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Awara IT has developed a remarkable solution by integrating Microsoft Dynamics 365 Business Central with the electronic signature service, DocuSign. This solution aims to transform your document signing process. Target Audience: This offering is tailored to all companies that are eager to significantly reduce the time …»

Official marketplace listing

Publisher
Awara IT
Updated on marketplace
Facts verified

Tags

docusignsignaturesigningintegration