Our recent release of DaDaDocs for Dynamics 365 allows all Dynamics users to speed up any business process by improving their document management experience. Save time generating documents pre-filled with data from Dynamics entities for your business partners. Close deals faster by editing any agreement, proposal or invoice in PDF format on-the-go. Quickly get essential customer information, and sign a document or send it out for signing on any internet-connected device.
Now you don’t have to leave your Dynamics 365 account to manage your business workflow. DaDaDocs comes in handy at every stage of the business process: from prospecting and sending proposals to signing agreements and closing a deal.
Let’s take a closer look what DaDaDocs can do for you.
Collect customer information quickly and securely with interactive fillable forms. With DaDaDocs you can transform any agreement, proposal or application in PDF or Word format into an interactive fillable form right in your Dynamics account. Add smart fillable fields using the drag and drop wizard. No coding necessary. Moreover, the new fillable form keeps the formatting of the original document, so your company branding stays in place.
To make it even easier for your partners and customers to complete a fillable form, set the filling order and add instructions for each field. Mark fillable fields as required to be sure important information isn’t accidently skipped.
Host your fillable document on your website or share it via a link or QR code. Your colleagues and clients can access it instantly and fill it out on any mobile device using the powerful editing tools in DaDaDocs.
Now you can automatically generate business documents that are pre-filled with data stored in Dynamics entities and create customized templates in minutes. For example, you can automatically add a customer’s information from Contacts to your agreement. If you want to create several invoices for different customers, pre-fill these documents with product details from existing Opportunities without having to type everything out.
Get documents filled out and import the data to Dynamics 365 or an Excel spreadsheet.
Once a customer or partner returns you a document with all the information you need, export the data to Dynamics entities or save the data as an Excel spreadsheet. Use this information to create new agreements and contracts or start a new Dynamics Opportunity.
Brand your documents to make them recognizable and professional. With DaDaDocs you can make the documents stored in your Dynamics account unique and recognizable. Add a company logo, video or watermarks to spread the word about your business and create trust.
Collaborate on editing documents with your partners and colleagues in real time. DaDaDocs allows you to edit any native or image PDF right in your Dynamics account. Type anywhere on a PDF document, draw diagrams and tables, highlight important data and add comments and sticky notes.
With DaDaDocs you can promptly change out-of-date details or correct a typo without re-entering all the information. Erase irrelevant information with a swipe of the cursor and type new information right onto the PDF. Make as many changes to an invoice or contract as you need while the deal is still ongoing. Don’t worry if you need an older version of an agreement: you can always return to it by clicking on Versions.
If you don’t want your customers see your account number, business address, revenue or other sensitive details, it’s a cinch to blackout this information.
Close your agreements and contracts with legally binding e-Signatures, even on-the-go. With DaDaDocs you can sign any business document stored in your Dynamics account or send it out for signing in seconds from any internet-connected device.
Send the document for signing to a group of people with one click. Your colleagues and partners can sign the document on any mobile device and return it in seconds. Submitted documents are stored in your Dynamics account. You can track their status using a unique document ID and react immediately to changes.
Ensure the security of your information using a four-digit PIN and two-factor authentication. With DaDaDocs you can focus on your business and let us take care of security. Stringent security measures guarantee that only the authorized recipient can open and modify a document.
The DaDaDocs integration with Dynamics 365 allows you to manage your entire business workflow within your Dynamics account. The combination of the intuitive document creator and powerful PDF editor makes DaDaDocs a unique solution for managing documents inside Dynamics. Now you can automate the minutiae of document management and stay focused on the big picture.
Check out our official integration page on AppSource to try using DaDaDocs for Dynamics.