Speed Up Your Sales with e-Signatures and Document Core Pack

Today’s customers expect simple, fast, and digital experiences at every stage of their buying journey. One of the most significant slowdowns in many sales processes is the back-and-forth required to get documents signed. Printing, scanning, and mailing can turn what should be a quick final step into a time-consuming chore. The good news? By using e-Signatures within Microsoft Dynamics 365 Sales—especially when paired with Document Core Pack—you can speed up deal closures, keep your customers happy, and get sales teams back to what they do best: selling.

Why Use e-Signatures in a Sales CRM?

First and foremost, Electronic Document Signatures save time. The ultimate goal of any sales process is to move from initial interest to a finalized agreement as swiftly as possible. Rather than waiting days for signed contracts to return, you can get everything completed in a matter of hours—or even minutes. This speed not only improves customer satisfaction but also helps your sales team reach their targets faster.

But it’s not just about speed. e-Signatures are more convenient for everyone involved. Customers can sign documents on their smartphone, tablet, or computer. They don’t have to worry about finding a printer or scanner, and you don’t have to chase them down for a physical copy. Plus, reputable e-Signature services like Adobe Sign are legally compliant and offer secure audit trails. This means that signed documents are both enforceable and easy to reference if questions come up later.

Moreover, e-Signatures greatly improve visibility. Solutions like Adobe Sign combined with Document Core Pack provide real-time status updates within Dynamics 365 Sales. Sales reps can see exactly when a contract is opened, viewed, and signed, allowing them to accurately forecast pipelines and tailor follow-ups accordingly. On top of that, these platforms maintain secure audit trails and comply with legal standards such as the U.S. ESIGN Act and the EU’s eIDAS regulation, ensuring that each signed document is both enforceable and tamper-proof.

Real-life Scenarios

Software Sales Proposal: Let’s say you’re selling a cloud-based software solution to a busy tech startup. Instead of emailing a contract as a PDF, waiting for the client to print and sign, then scanning and emailing it back, you send a link that lets the client review and sign right on their laptop. They can complete it between meetings, and you have a finalized contract by the end of the day.

Last-Minute Discounts: Imagine you’re working with a client who’s on the fence about finalizing a deal. You decide to sweeten the pot by offering a small discount, but only if they sign by the end of the week. With eSignatures, you can push out the updated contract instantly. The client can sign from their phone, and you’ve secured the deal before the deadline.

What is Document Core Pack?

Document Core Pack is an all-in-one document automation solution designed for Microsoft Dynamics 365. It integrates seamlessly with Dynamics 365 Sales, allowing you to generate, manage, and send documents—such as quotes, proposals, and contracts—directly from your CRM records. Instead of creating each document manually, you can rely on customizable templates that automatically pull in real-time customer and product data. This ensures every document is professional, accurate, and consistent, while reducing errors and eliminating tedious manual work. With Document Core Pack, your sales process runs more smoothly, and your team can focus on what matters most: building relationships and closing deals. When combined with Adobe Sign, you have a complete e-Signature solution within Dynamics 365 Sales.

Learn more about Document Core Pack.

Key Benefits of Integrating Adobe Sign with Document Core Pack into your Sales Process

1. Close Deals Faster
With e-Signatures, customers sign documents whenever and wherever they choose—on a laptop in the office, on a tablet between meetings, or even on a phone during their commute. Removing the need for printing, scanning, and mailing slashes turnaround times from days down to hours. When deals close faster, your revenue comes in sooner, and your sales team can move on to the next opportunity with confidence.

2. Enhance Customer Convenience
Your customers’ time is valuable. Letting them sign electronically shows that you respect their busy schedules. Whether they’re in the office or working remotely, they can review and sign documents at their own pace, without hunting down a printer. This added convenience makes for a better overall experience—and happy customers are more likely to return and recommend your business to others.

3. Improve Accuracy and Consistency
Document Core Pack ensures every document you send is up-to-date, consistent, and free of manual errors. It automatically pulls in the latest customer details, product information, and pricing straight from Dynamics 365. This means no more typos, outdated terms, or confusion—just polished, professional proposals and contracts that build trust and credibility.

4. Gain Visibility and Control
Integrating e-Signatures into Dynamics 365 lets you track document statuses in real time. You’ll know exactly when a client has opened, reviewed, and signed. This visibility helps your team follow up at the right moments, forecast closing timelines more accurately, and maintain better control over the sales pipeline.

5. Strengthen Legal and Security Compliance
Reputable e-Signature solutions such as Adobe Sign follow legal guidelines like the U.S. ESIGN Act and the EU’s eIDAS regulation, ensuring digitally signed documents are just as valid as paper copies. They also provide secure audit trails and tamper-evident technologies. Combined with Document Core Pack’s centralized template management, you’ve got a fully compliant, traceable process from first draft to final signature.

6. Free Up Your Sales Team’s Time
By streamlining document creation and signing, your sales team spends less time wrestling with administrative tasks and more time engaging prospects and closing new deals. It’s a direct productivity boost—no need to chase signatures, fix errors, or reformat documents at the last minute.

Ready to Get Started with Document Core Pack and e-Signatures?

Don’t let outdated processes slow you down. enCloud9 can help you implement Document Core Pack and Adobe Sign seamlessly into your Dynamics 365 environment. Contact us today to streamline your sales cycle and start closing deals faster.

About enCloud9

At enCloud9, we’re dedicated to helping businesses like yours unlock the full potential of Microsoft Dynamics 365. Beyond implementing tools like Document Core Pack and Adobe Sign, we offer a wide range of services to streamline your operations and drive growth. Whether you need expert guidance on Dynamics 365 for Sales, Customer Service, or Marketing, we’ve got you covered. Explore our success stories to see how we’ve helped other businesses achieve their goals. Ready to take the next step? Learn more about our services and pricing options or contact us directly to discuss how we can help your business thrive.

Explore our blog or visit our YouTube channel to learn more about Dynamics 365 and discover tips to maximize your experience!

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