Great new feature just added to Dynamics PDF-Docs to automate full E-Signature process with DocuSign. Document is generated in CRM using Word Template One click to PDF the document and attach it to Notes, using Dynamics PDF-Docs Complete process where to sign using DocuSign (if required) DocuSign manages the E-Signature process in background The signed …
PDF “Word Template” to DocuSign & upload to SharePoint with Workflow Read More »
