
Fully integrated electronic signature solution
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
Use cases
Headquarters
United States
Last updated
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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
Positioned to process documents end to end within SharePoint.
Presented as speeding up sales cycles and revenue collection.
Live status tracking for each signing transaction in one workspace.
Presented as cutting costs by removing paper processes.
Listed as supporting compliance requirements, without further detail.
CRM data merged into documents, removing manual re-entry.
Paperless process presented as reducing environmental impact.
Presented as increasing use of the internal CRM.
Electronic signing presented as easing client collaboration.
Approvals handled electronically within a SharePoint environment.
Case studies
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Pricing details
Starting price
Pricing model
Free version
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FAQs
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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