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Electronic Signatures for Microsoft Dynamics

Everything you need in one place. Track, send, and e-sign directly from Microsoft Dynamics with GetAccept
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INTEGRATION

VIDEO AND LIVE CHAT

TRACKING AND AUTOMATION

DATA SECURITY AND COMPLIANCE (GDPR)

INTEGRATE GETACCEPT WITH MICROSOFT DYNAMICS

Why integrate GetAccept with Microsoft Dynamics?

  • The GetAccept Microsoft Dynamics integration allows you to manage your critical customer data, documents, and sales leads all in one place.
  • The Microsoft Dynamics integration keeps you prepared for each critical stage in the sales process by giving you real-time insights, automated reminders, and personal engagement opportunities.
  • Remain at ease working inside your Microsoft Dynamics environment by being able to manage contracts, chat/SMS, create videos, and send emails.
  • Organize all e-signing documents from your clients directly in Microsoft Dynamics.

VIDEO AND LIVE CHAT FOR MICROSOFT DYNAMICS

Personalize your customer relationship

Studies show using an initial product video to engage with your customer can increase the purchasability by 73%. Pre-record video templates or generate live videos to enhance your customer buyer experience. Take advantage of GetAccept's video features all within your Microsoft Dynamics environment!

With the Microsoft Dynamics integration, you can harness our built-in Live Chat to proactively ask questions to your customers. Utilize GetAccept's chat features to personalize your conversations around each sent document and contract.

DOCUMENT TRACKING & AUTOMATION

 

Use data to drive your business decisions

View your sent documents and create new opportunities all within Microsoft Dynamics. Track customer behavior analytics such as the number of unique document opens, document duration, and document forwarding. With the Microsoft Dynamics integration, you gain the full tracking and automation control of GetAccept.

GETACCEPT & COMPLIANCE LEGISLATION (GDPR)

Register and Collect Consent

Growing global regulations require consent to be formally obtained in order to process and store data. Consent must be specific, informed, unambiguous, freely given, and documented. GetAccept can improve organizational ability to control these permissions by making it easier to digitally confirm consent at the exact time of data collection. GetAccept's electronic signing enables companies to show consent in a court of law and empowers them to handle data legally.

Assistance Agreements

GDPR mandates special requirements for agreements between the Data Controller and the suppliers they use to process the personal data they control, known as Data Processors. These agreements are called Assistance Agreements or DPAs (Data Processing Agreement). GetAccept simplifies the process of maintaining and updating contracts in order to conform to GDPR requirements. With eSigning, you can streamline all document workflows.

Important features and benefits

Global Datacenters

All documents and all data created by your business can be stored in specific regions based on your privacy preferences

 

Secure Storage

All documents and data created by our customers are automatically encrypted with an AES 256-bit EV SSL encryption key

Encrypted Communications

GetAccept has strict internal policies on who can access your data. Our staff may only assist you when you securely authorize them and access can be removed at anytime

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