Digital Customer Communications with eSignatures & Microsoft Dynamics 365

Presented by

Eric Batangan, Channel Manager – Xpertdoc & Pragni Sanghvi, Product Marketing Manager – eSignLive by VASCO

About this talk

Organizations using Microsoft Dynamics 365 are seeking to better engage customers and improve operations. But that goal often remains out of reach when a signature is required on a contract or document. Being able to automatically generate and e-sign dynamic documents from within your CRM is the final step away from paper-based processes and, as a result, allows you to interact with your clients in a more engaging way. Employing modern document generation and e-signature tools can help your business to digitize and speed up processes like quoting or contracting, while making it easier and more convenient for your customers to do business with you. In this on-demand webinar, experts from eSignLive and Xpertdoc share best practices for using e-signatures and creating an end-to-end digital customer experience. Learn how to create, deliver, and sign contracts, NDAs, quotes, invoices, and documents of any kind anywhere, any time and on any device. This webinar will highlight: - The top use cases for e-signatures in MS Dynamics 365/CRM - Common customer engagement challenges faced by organizations today - How to personalize omni-channel customer communications - A live demonstration of how it all works In less than 60 minutes you’ll learn how you can quickly leverage your Microsoft Dynamics CRM obtain secure, legal and compliant e-signatures while leveraging document generation customer communications management (CCM) solution. Featuring: XpertDoc Presenters: Eric Batangan, Channel Manager – Xpertdoc Pragni Sanghvi, Product Marketing Manager – eSignLive by VASCO

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The future of business is digital and the adoption of mobile technology is driving change. We pioneered the e-signature market in 1992 with the goal of making it easier and more efficient to get documents signed. If you’ve ever had to sign a contract with an organization that is not using e-signatures, you’re familiar with the additional work– open an email, print a document, sign it, scan it into digital format, convert it to PDF, email it to the vendor and archive it. Keeping the process digital saves these time-consuming tasks.