SigningHub for Dynamics CRM

Close deals faster and securely by signing and workflowing your business documents directly from your Dynamics CRM environment

The SigningHub for Dynamics CRM app enables you to sign, track and review contracts, agreements and other business documents directly from your Dynamics CRM environment within the Leads, Opportunities and Accounts screens.

Business processes need to become more efficient and the traditional manual printing, ink-signing and scanning of documents has been superseded with secure, legally binding and cost effective digital signature solutions. The most secure way to sign is SigningHub for Dynamics CRM.

Cloud, On-Premise or Hybrid, contact us today and we will help you with the best solution for your business needs.

Share and Sign documents from Dynamics CRM

Whether you are a sales representative or a marketing executive, SigningHub seamlessly integrates with your existing Dynamics CRM system. Simply select a document for signing, and choose the recipients and workflow this to them directly.You can create signature fields in the document and also set any other properties such as initials or access permissions as required.You can also add your own signature to a document directly from within Dynamics CRM.Once the document is signed, it is saved back to the same location.

Share and Sign documents from Dynamics CRM

Whether you are a sales representative or a marketing executive, SigningHub seamlessly integrates with your existing Dynamics CRM system. Simply select a document for signing, and choose the recipients and workflow this to them directly. You can create signature fields in the document and also set any other properties such as initials or access permissions as required. You can also add your own signature to a document directly from within Dynamics CRM. Once the document is signed, it is saved back to the same location.

Monitor and track document workflow status

You can quickly see the status of the documents you need signed within Dynamic CRM. The Status screen shows you who has signed, approved, declined or reviewed each document.

Monitor and track document workflow status

You can quickly see the status of the documents you need signed within Dynamic CRM. The Status screen shows you who has signed, approved, declined or reviewed each document.

Simple yet powerful

Enjoy all the key features of SigningHub like strong authentication, advanced digital signatures, e-signatures, in person signatures and much more. When using unique digital signing keys, the signing keys can be held within your local smartcard, USB token, your mobile device or at server with in HSM or Microsoft Azure KeyVault. You can also utilise your Active Directory credentials to log into SigningHub.com. Also supports multiple documents, languages and workflow evidence report

Simple yet powerful

Enjoy all the key features of SigningHub like strong authentication, advanced digital signatures, e-signatures, in person signatures and much more. When using unique digital signing keys, the signing keys can be held within your local smartcard, USB token, your mobile device or at server with in HSM or Microsoft Azure KeyVault. You can also utilise your Active Directory credentials to log into SigningHub.com. Also supports multiple documents, languages and workflow evidence report

Key Points:

Sign documents immediately

Share document to sign

Track workflow progress

Sequential or parallel signing

Quick Installation and simple to use

Applies Advanced Digital Signatures

On premise option

The most secure way to sign

Download solution sheet

Manage who can access SigningHub

The Dynamics administrator can control who can access SigningHub. This pre-approval maps a Dynamics CRM user account to an Enterprise user inside SigningHub and enables them to share and sign their documents.

Works with Internal and External users

SigningHub for Dynamics provides a great solution when you need to work with both internal and external users. In either case, an email notification is sent to a user asking them to sign the document. Internal users can sign within Dynamics, external users simply follow the link within the email notification and sign the document within SigningHub.

Prerequisites

SigningHub for Dynamics CRM works with Microsoft Dynamics CRM Online (cloud) or with Microsoft Dynamics Server 2015 or 2016.