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Offer Both Customers and Employees the Ultimate User Experience with Digital Signing
Do you send documents daily that need to be signed by customers? Think about contracts, orders, or quotations. Chances are you send these documents via email. The customer then has to print, sign, and return them. This process is inconvenient for the customer, and obtaining the signature takes time. Or perhaps you already use digital signing, but the process is still cumbersome due to the need for a separate portal. Wouldn’t it be more practical to sign digitally directly from Business Central?
What Is a Digital Signature?
A digital signature is just like a handwritten signature, but in digital form. It is used to ensure the integrity and authenticity of digital documents. The signature consists of digital data linked to the document.
To guarantee the legal validity of digital signatures, international standards have been established, such as the eIDAS regulation (Electronic Identification and Trust Services). This regulation sets rules for the use of electronic signatures within the European Union. To ensure this security, Documizers collaborates with Entrust and ValidSign.
Kees Breure | CEO Documizers
How Does Digital Signing from Business Central Work?
As mentioned earlier, the traditional signing process is time-consuming, inefficient, and not user-friendly. Digital signing speeds up the process. You can easily and quickly send documents for digital signing directly from Business Central—eliminating the need for a separate signing portal.
The customer receives an email with the document for signing. Within two minutes, they can review and sign the document. Immediately after signing, the document is automatically sent back to you. Easy, right?
Sign all your documents with just one click.
Get the Most Out of Your Signing Process
Can we make the signing process even faster and easier? What if you could generate the document, including all necessary data, with a single click from Business Central? This saves you time searching for the right information and ensures there are no errors. What if the document was automatically sent to the customer with a cover email? Or if the signed document was automatically archived in the correct location without manual effort?
With the right software, you can streamline and automate document and email processes related to signing, such as generating, storing, sending, archiving, and follow-up actions. This eliminates time-consuming tasks and provides both customers and employees with the ideal digital signing experience.
DocuFlow: software that adapts to your needs
Do you only want to automate certain parts of the signing process rather than the entire workflow? Or would you like to edit the automatically generated email before sending it? All of this is possible.
DocuFlow is configured to suit your needs. Together, we will design your ideal signing process.
Eight Reasons to Digitize the Signing Process
- Send and sign documents faster.
- It is easier for customers to sign.
- Fewer errors by directly retrieving data from Business Central.
- Less time spent on administrative tasks.
- A clearer process, as all documents are automatically stored in the correct location.
- Shorter turnaround times.
- More reliable than a handwritten signature.
- Creates a great first impression for customers.
Optimize Your Signing Process with DocuFlow
DocuFlow is a document solution that offers complete flexibility in setting up your signing process. DocuFlow integrates Entrust or ValidSign signing services with Business Central. This integration ensures that all your documents can be signed digitally with just one click, directly from Microsoft Dynamics Business Central. Curious about what we can do for your signing process? Contact us today!
More information
What Else Does DocuFlow Offer?
- Short implementation time: up and running in half a day.
- DocuFlow integrates with over 50 applications. Start the signing process from Word or Outlook, or automatically save documents to SharePoint.
- Includes 54 standard document and email templates in Dutch and English.
- Easily modify or build templates in MS Word (no coding or RDLC required).
- Centralized brand management—update all templates with one click.
- Easily expandable with bulk mailings, such as annual contract renewals or approval requests.
How to process documents from Dynamics 365 Business Central with DocuFlow?
Want to See How DocuFlow Works?
Schedule a demo! We’ll show you how to optimize your signing process for maximum efficiency.
