Docusign and Microsoft: Boosting Efficiency through Seamless Integration

Docusign promises companies the ability to manage all their contracts digitally, aiming to save both time and money. To further streamline business processes, a dedicated interface with Microsoft has been developed. This integration is designed to simplify workflows even more, ultimately leading to greater time and cost savings. But how exactly does this work? To understand that let’s first take a closer look at what Docusign is and how it can digitize contract management.

What is Docusign?

Docusign is the leading platform for electronic signatures and digital contract management. It enables companies to securely sign and manage contracts without the need for paper. Additionally, automated workflows help accelerate various contract processes.

In this context, the bulk send feature is especially useful. It allows documents to be sent to multiple recipients at once, with each recipient receiving their own version of the document to sign individually. The real-time status tracking feature also ensures that all business documents are signed on time.

Overall, companies can save around 47 euros per document with Docusign. The savings come from reduced paper consumption and fewer manual tasks. This boosts productivity while lowering costs.

Thanks to integration with Microsoft, Docusign becomes an even more versatile tool for your contract management.

Why is Microsoft important to Docusign?

Microsoft, along with Microsoft 365 (which includes Word, Excel, and Outlook) and Azure, is a leading software solution for businesses and government agencies worldwide. Millions of documents are created and signed using these tools every day. According to Docusign´s study ´Contract Management Trends 2022: Best Practices for Accelerating the Contract Process´ 68% of users utilize Microsoft Word for creating contracts before having them signed digitally. This statistic highlights the importance of a streamlined contract management process, especially concerning the following applications:

Microsoft 365

Microsoft 365 combines Word, Excel, PowerPoint, and Outlook. With the integration of Docusign into Microsoft 365, documents can be created and edited directly in Word and then sent for electronic signature without leaving the application. Even in Outlook, email attachments can be signed directly or forwarded to other recipients for signing.

Dynamics 365

The suite for Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP).

With the integration of Docusign into Dynamics 365, sales and service teams can create, send, and track contracts and agreements directly within the CRM environment.

Microsoft Teams

A platform for collaboration and real-time communication.

With Docusign integration in Teams, users can share, edit and sign contracts and documents directly within Teams. Real-time notifications of pending signatures speed up the signing process and improve team collaboration.

SharePoint

A tool for document management and collaboration.

The integration between SharePoint and Docusign allows you to send documents for signature directly from SharePoint. Additionally, signed documents are automatically stored in SharePoint. This not only simplifies document management but also enhances compliance.

Power Automate

A workflow automation service.

An integration with Docusign can automate signature processes. Documents can be configured to be automatically sent to specific people or stored in specific folders after being signed.

Power Apps

Power Apps can be used to create custom applications.

The integration of Docusign helps to integrate e-signature capabilities directly into these custom applications.

Azure

Microsoft’s cloud computing platform provides the ability to integrate Docusign solutions into scalable cloud services. This is particularly beneficial for organisations with high security and compliance requirements.

Integration of Docusign and Microsoft: What benefits do these integrations provide?

The integration of DocuSign and Microsoft across multiple applications clearly demonstrates the focus on simplifying and accelerating business processes. But the benefits go far beyond ease of use. By connecting the two platforms, document processes can not only be optimised but also fully automated. The result is:

• Time savings: Automated workflows and direct use within Word or Outlook reduce turnaround times.
• Error reduction: Manual processes and potential sources of error are minimised. All key steps – from creation to signature – are digital and easily traceable.
• Faster decisions: Real-time access to documents and signature status in Teams or SharePoint enables faster approvals and decision-making.

Advantages of Integration: Use Cases

The combination of Docusign and Microsoft ensures a seamless connection between contract management and daily business operations. The result is not only an overall optimisation of processes, but also an increase in efficiency across different departments within an organisation:

• Sales: By integrating Docusign with Dynamics 365, a sales team can close deals faster. All relevant information is available in real-time and can be accessed from a central location.
• HR and employee onboarding: When onboarding new employees, all necessary documents, such as employment contracts, can be created directly in Microsoft Teams or SharePoint and digitally signed using Docusign. This speeds up the entire process and reduces administrative overhead.
• Legal and finance: Legal and finance departments can use Docusign integration to create, review and sign contracts such as NDAs and MSAs directly within Microsoft applications. This makes the entire contract process faster, more transparent and easier to track.
• IT and internal processes: Integration with Power Automate helps automate repetitive processes such as document approvals. For example, signatures can be automatically routed to the appropriate parties and signed documents can be stored in SharePoint. This reduces manual tasks and minimises errors.
• Marketing and project management: Projects can be coordinated through Microsoft Teams and Power Apps. With the integration, contracts can now be created, reviewed and signed directly within the Teams interface. The result is faster collaboration and smoother project delivery.

But how can you, as a reseller, leverage this partnership to your advantage?

The integration of Docusign and Microsoft not only benefits your end customers, but also offers significant potential for you as a reseller. With the growing demand for digital solutions in contract and process management, you can now add value to your portfolio and capitalise on the increasing trend towards digitalisation.

Expand your offering and upsell potential: By offering Docusign CLM to your customers, you can provide a comprehensive contract management solution that goes beyond simple e-signatures. This creates additional upsell opportunities and significantly increases your revenue. The average deal size of €5,000 per signed contract is an added benefit.

Stability through recurring revenue: As the market leader in e-signature and contract management, Docusign provides a stable revenue stream through recurring contracts and ongoing services that are highly sought after by customers.