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.