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Create a more streamlined and efficient workflow by integrating your digital signature solution into your Microsoft applications. Sign up for a free trial of eSign today.
Integrating your digital signature solution.
Integrating eSign into your Windows operating system allows you to sign and send documents directly from your Windows workspace. This includes documents in any format whether it’s PDFs, Microsoft Office documents, or those stored in OneDrive. Through straightforward collaboration and communication between eSign and Windows, your business can maximize all of eSign’s functionality including web forms, eSignatures, ID verification, and payment processing.
If your business uses Windows, integrating your digital signature solution into your operating system can operate seamlessly with your workflow and streamline your processes to ensure maximum efficiency. By improving the collaboration between these interfaces, communicating between different workspaces becomes much more manageable, allowing you to remove any unnecessary steps in the process that might impact productivity.
Improve communication and collaboration between clients and customers.
In the modern world, most communication between businesses and customers is done via email and email attachments. That means your email inbox needs to be optimized to benefit your workflow.
Power Automate enables you to integrate eSign and Outlook, including some level of automation between your inbox and eSign.
Incorporating eSign’s technology into Microsoft Word.
If you use Word to create important documents like contracts or agreements, integrating eSign’s digital signature allows you to easily sign and send documents within the Microsoft workspace. Simply enable the eSign add-on and start signing.
Bringing together eSign’s technology and Microsoft Word means you can improve your document workflow, organization, and storage. Also, you can upload Word documents to eSign’s management platform, so your created documents can be saved as templates. Therefore, documents are created quicker, using the same layout and content, which results in a more efficient turnaround.
With both platforms working succinctly, you can take advantage of the full capabilities of eSign and Microsoft in one place, without having to switch between them. This provides a seamless way of including electronic signature technology into your current processes for optimal productivity.
Create an effective workflow.
By integrating eSign with SharePoint, you can enhance your document organization and storage. Adding automation into your document management, minimizes the need for manual steps to create, send, and share your business documents.
eSign helps to create a streamlined workflow that benefits your business, employees, and customers. Here are some things you can do with our connector:
Get the most from your CRM system.
Signing and sending documents has never been easier thanks to eSign’s electronic signature. This means you can pull information directly from Dynamics 365 to add content to your document and send it out to be signed.
eSign for Dynamics 365 monitors the progress of transactions, meaning there is a detailed audit trail and all relevant parties are notified of updates. Bringing together these platforms can have a significant effect on your business, improving operational efficiency by reducing document turnaround times.
eSign’s extensive API capabilities ensure businesses can maximize their CRM system through the use of customizable integrations and creating a tailored system that suits their needs. With the combined efforts of eSign and Microsoft organizing your processes, you can feel fully confident that your systems will never slow you down.
Ability to use your digital signature solution.
In addition to working with Microsoft Word, eSign can be used in collaboration with the full Office 365 suite, including PowerPoint, Excel, and OneNote. If your business utilizes Microsoft’s applications for its daily operations, eSign can be seamlessly integrated into your current processes without any stress.
By using your digital signature solution with Microsoft applications, sending, signing, and storing documents becomes more efficient through one single workflow, rather than a multi-system process that requires manual involvement from employees.
“Using eSign has made our tenancy completion processes so simple. You don’t have to be technically savvy to be able to use the platform and it doesn’t draw on any other ICT resources. Our tenancy agreements and documents are signed within minutes and we’ve even had tenants comment on how easy it is to use as a signer which is fantastic.”
“We have seen significant improvements in our pharmacy service efficiency since implementing E-Sign. The platform is user-friendly and has allowed our team to securely and reliably provide prescriptions for crucial patient medication, minimising the risk of supply disruption and saving valuable time. Collaborating with E-Sign has been an easy process, Desi and Luke have always been professional and approachable to offer support when needed.”
“The University of Oxford have appointed eSign UK Ltd. as their preferred electronic signature platform. eSign quickly guided departments on the most cost-effective and efficient route offered, providing continued support to ensure contracts were completed and deadlines met.”
“The law supports the use of electronic signatures, and eSign is an essential tool for any business wishing to enhance customer experience and accelerate revenue. eSign is incredibly user-friendly, and using it has been a very positive experience both for me and for my clients.”
“eSign has transformed our operations at Beyondly. Integrating eSign into our systems was relatively straightforward and has massively improved customer and team experience. As a Bcorp organisation we place high value on our environmental impact and since inception, eSign has represented a 31.46kg saving of CO2 entering the atmosphere.”
“The tools are very easy to set up and intuitive to use. When we encountered issues, the eSign team was agile enough to respond, usually on the same day. The copy template feature has made setup with new customers much easier.”
“eSign is an invaluable tool that assists us in keeping track of our legal matters. It gives us full control of the document journey and has greatly improved signature capture and document turnaround times.”
“Working in the regulated financial and medical markets we need a quick secure and economical signature process. eSign gives us all of these.”
Our digital products streamline your workflow, communication, and collaboration. Combining eSign and Microsoft can increase productivity in your processes and workspaces.
Paper-based processes can no longer meet the demands of your business and market. Update your operations with our digital platform and electronic signatures and maintain your top spot ahead of competitors.
Optimize your processes to provide the highest standard of customer service that leaves a positive impression of your company. With eSign and Microsoft, your digital solutions can collaborate and communicate with ease, boosting efficiency.
Microsoft 365 is a cloud-based productivity platform offering a suite of applications designed to enhance business operations. It includes tools such as Microsoft Word, Teams, PowerPoint, Excel, OneDrive, and more. These applications are accessible across various devices, ensuring your business can maintain productivity from anywhere.
Microsoft 365 is geared towards boosting collaboration and productivity through its suite of applications like Word, Excel, and Teams, along with robust security features. In contrast, Dynamics 365 focuses on delivering comprehensive business solutions, integrating ERP and CRM functionalities to help organizations optimize customer relationships and streamline their processes.
Yes, eSign integrates with SharePoint, enabling you to streamline your workflow and boost productivity. This integration allows you to automate document processes, reducing the manual steps needed to create, send, and sign documents.
You can integrate eSign with Microsoft applications via Microsoft AppSource. For specific guidance on the best integrations for your organization, reach out to our digital transformation team.
