eSign365

eSign365: eSignature software

Fully integrated electronic signature solution

DL Score 54 · Rising Star
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eSignatureDocument AutomationWorkflow Automation

ESign365 is an electronic signature product that works inside Microsoft SharePoint and Microsoft Dynamics CRM. ⁣​‍‌​⁠‌‌​​‍‍⁠‍‍​⁠⁣Users create documents in SharePoint, merge them with Dynamics CRM data, and send them to one or many recipients for signing. Real-time status for each transaction is shown in a single workspace, and the product is positioned as a way to remove printing, faxing and scanning. It is aimed at organisations that already use these Microsoft platforms.

Product

eSign365

Headquarters

United States

Last updated

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Overview

What eSign365 does

The product routes a document to one or many email destinations and shows the status of every transaction from one workspace. ⁣​‍‌​⁠‌‌​​‍‍⁠‍‍​⁠⁣Documents are created in SharePoint and combined with Dynamics CRM data, which the vendor says removes the need to re-key data. ESign365's website describes benefits including workflow integration, signer control, enhanced security and external trust, all within a SharePoint environment. Electronic approvals are also listed as a capability. ESign365's website is aimed at existing Microsoft Dynamics CRM and Microsoft SharePoint customers. It does not state specific practice areas, jurisdictions, deployment models, certifications or pricing. ESign365's website lists a Seattle, Washington office address.

What it does

eSign365 core capabilities

Achieve straight through document processing

Positioned to process documents end to end within SharePoint.

Shorten the sales cycle and accelerate the revenue

Presented as speeding up sales cycles and revenue collection.

Get real-time status on every transaction

Live status tracking for each signing transaction in one workspace.

Reduce costs by going paperless

Presented as cutting costs by removing paper processes.

Ensure compliance requirements

Listed as supporting compliance requirements, without further detail.

Eliminate the rekeying of data

CRM data merged into documents, removing manual re-entry.

Reduce environmental footprint

Paperless process presented as reducing environmental impact.

Drive internal CRM usage up

Presented as increasing use of the internal CRM.

Streamline collaboration with clients

Electronic signing presented as easing client collaboration.

Enable electronic approvals

Approvals handled electronically within a SharePoint environment.

Technical specifications

  • Microsoft Dynamics CRM integration
  • Microsoft SharePoint integration
  • Operates within SharePoint environment
  • Email routing to one or many recipients

Case studies

No case studies yet

eSign365 doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.

Pricing details

eSign365 pricing

Starting price

$19/month

Pricing model

Not disclosed

Free version

Not offered

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Transparency

eSign365 sources

Pages used to generate and verify this profile.

  1. 1https://www.esign365.com

FAQs

Frequently asked questions about eSign365

ESign365's website describes eSign365 as a solution for Microsoft Dynamics CRM and Microsoft SharePoint customers. It is used to create documents in SharePoint, merge them with CRM data and send them for electronic signature.

ESign365's website names integration with Microsoft Dynamics CRM and Microsoft SharePoint. It describes the product as operating within a SharePoint environment. No other integrations, APIs or connectors are listed in eSign365's website. Buyers should confirm any further connections directly with the vendor before relying on them.

ESign365's website states that the product provides enhanced security, signer control and external trust. It does not list certifications, encryption methods, data residency or hosting details. Confirm these points with the vendor directly.

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