How do I use SignNow in Microsoft Dynamics?
SignNow’s Microsoft Dynamics app enables users to send documents for eSignature within Dynamics, using SignNow templates. With the SignNow app for Microsoft Dynamics it has never been easier to invite signers directly within your CRM application.
Select SignNow Templates
Choose from among all of the templates to which you have access in SignNow, including team templates.
Customize Before Sending
Specify the email address for each signing role, customize the subject and the message.
Track Document Status
Track the status of documents that have been sent for eSignatures from within Dynamics.