Use your CRM data with DocuSign for Dynamics
You’ve already spent the time to make sure your Dynamics records have all of the information you need. So why should you need to re-enter that information before sending a document out for signature?
One of the most helpful and powerful tools in the DocuSign for Dynamics toolbox is merge fields. With a few simple configuration steps, you can connect Dynamics data fields to fields on your documents, allowing data to automatically appear– without having to manually re-enter it.
Besides the obvious benefit of automatically populating data onto forms, implementing merge fields:
Saves time: Users no longer have to go through the painstaking task of manually entering information onto documents prior to sending.
Reduces errors: Information is no longer manually entered, so what’s populated onto documents is exactly what exists in Dynamics.
Close deals faster: Get documents signed faster and keep business moving forward.
If you are interested in learning more, be sure to check out the DocuSign for Dynamics Quick Start Guide.