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Sales teams are integrating e-signature and document generation with CRM to spend less time managing paperwork and close deals faster.

E-signature and contract technology can help wealth managers deliver more personalized and digital experiences to attract new investors.

In this blog post, I’m going to explore just how easy it is to send envelopes from Microsoft Power Automate, using the standard Docusign connector for Power Automate.

Already, fans of Power Automate will know that it’s a great tool for streamlining common enterprise workflows, such as archiving completed envelopes based on metadata or labels in the envelope, setting up software accounts for new hires when they sign an offer letter, or provisioning services when a sales contract is signed.

Let’s take a look at how it works.

Premier organizations use Docusign artificial intelligence (AI) to analyze agreement risk and opportunity—and that’s just the beginning.

As institutions use digital agreements to deliver customer experiences, they must determine which ones warrant an extra layer of authentication or verification

We’re excited to combine the power of Docusign eSignature with the ease-of-use of Slack’s channel-based messaging platform.