Microsoft CRM: Quotes, Contracts, and Professional E-signing

With the integration between DealBuilder and Microsoft Dynamics, you can create quotes and contracts directly from Dynamics using existing customer data. Company name, contact person, email, phone number, and other fields are sent automatically to DealBuilder, eliminating the need for repetitive typing.

Agreements are sent via email or SMS for signing – using Click-to-sign or other flexible signing options. Once the customer signs, both the document and structured data are automatically synced back to Dynamics.

Key Benefits:

• One-click agreements: Generate documents directly from leads, contacts, or opportunities.
• Pre-filled templates: Leverage automated templates in DealBuilder to save time.
• Eliminate manual entry: Avoid manual data punching and copying.
• Automated updates: Update deal status and store signed documents automatically in Dynamics.

The result? Faster sales processes, fewer errors, and full control – directly within the CRM system you already use.

Secure Global Signing – Directly from Microsoft CRM

When using DealBuilder with Microsoft CRM, you can send documents for signing directly from your CRM environment. This allows you to collect signatures in a secure, fast, and legally binding way while staying within Microsoft CRM.

Our e-signing solution is built on international standards (PAdES), ensuring full compliance with eIDAS (Europe), the ESIGN Act, and UETA (USA). This provides essential security and peace of mind for contracts and orders where identity and legal validity are critical.

With DealBuilder, you get the best of both worlds:
‍✅ Full control and seamless workflow in Microsoft CRM.
✅ Professional, compliant e-signing – when it matters most.

Searching for a professional Microsoft CRM e-signing solution? DealBuilder is the natural choice.