Are you interested in adding electronic signatures to your customer, vendor or employee portal? Now with Microsoft Power Automate (previously Flow) and DocuSign, you can easily add electronic signatures to your DynamicPoint Office 365 based Portal.

This functionality can be useful for a variety of business automation opportunities. Here are just a few to get you started:

For Vendor Portals:

  • Vendor Onboarding Forms
  • Agreements and Contracts
  • NDAs
  • Price Lists
  • Technical Specifications
  • Government Forms such as W-9


For Customer Portals:

  • New Order Forms or Receipt
  • Service Request Acknowledgement
  • Agreements and Contracts
  • Price Lists

When any of these documents are requested or managed using the DynamicPoint Portal, a request for an electronic signatures can be automatically initiated.  When the document is completed and fully executed, it can be stored directly in the SharePoint library for storage and sharing with your customer or vendor.

This is yet another feature provided to you from the Office 365 Power Platform. We fully leverage this platform to bring rich functionality to our portals at a fraction of the cost of the competition.

You can see even more options of Microsoft Power Automate templates using DocuSign here.

LEARN MORE

Interested in seeing how our portal application can streamline service operations and improve customer, vendor and employee satisfaction at your business? Come prepared with your tough integration questions as we hope to show you how extensible and flexible our portal solution can be. Register for our upcoming webinar to learn more.

WEBINAR DATE & TIME

February 27, 2020
10:00 AM PT / 1:00 PM ET

REGISTER NOW

Can’t join the webinar? Sign up for a free trial, view pricing details or schedule a product demonstration.