Running a standalone signing tool alongside Dynamics means an eight-step manual loop for every quote: export the PDF, log into the signing platform, upload, set recipients, wait, retrieve the executed copy, file it back, then remember to change the record status. Skip the last two under pressure and your CRM stops matching reality.
Our article walks through what changes when signing is wired into the platform instead. Send for signature from the quote itself, the completed PDF attaches to the correct record and to SharePoint, and the status flips without anyone touching it.
Worth noting for anyone building a case internally: the visibility side matters as much as the automation. Sent, viewed and signed states are on the record, so reps chase the right people, finance sees executed contracts without asking, and there’s a proper audit trail of who signed and when. All My Systems customers typically report saving around 1.5 hours per transaction.