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The information contained herein is provided for informational purposes only, does not contain contractual obligations, does not constitute a warranty, and is subject to change without notice. Information contained in this document is proprietary to Xignature INC. (“Xignature”) and may not be used or disclosed without the prior written consent of Xignature®. This document, or any part thereof, may not be reproduced without the prior written consent of Xignature. Sign by Email lectronic Signature Solutions © 2008 XIGNATURE INC. Electronic Signatures for Microsoft Dynamics CRM
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Page 1: Xignature For Microsoft Dynamics CRM

The information contained herein is provided for informational purposes only, does not contain contractual obligations,does not constitute a warranty, and is subject to change without notice. Information contained in this document is proprietary to Xignature INC. (“Xignature”) and may not be used or disclosed without the prior written consent of Xignature®. This document, or any part thereof, may not be reproduced without the prior written consent of Xignature.

Sign by Email

Electronic Signature Solutions© 2008 XIGNATURE INC.

Electronic Signatures for Microsoft Dynamics CRM

Page 2: Xignature For Microsoft Dynamics CRM

2 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Sign By Email … Close More, Costs LessNo More Waiting for Contract Faxes or FedEx’s

• Save time. Close deals in minutes, not days

• Increase close rates. Over 200% improved close rates, whether on the phone, or online

• Save money. Eliminate paper, fax, paper handling, transportation, and storage costs

• Improve efficiency. Faster, more accurate, intelligent approval routing and handling

• Better control and visibility. Automated notifications and real-time status tracking

• Improve compliance. Auditable, electronically discoverable documents

Page 3: Xignature For Microsoft Dynamics CRM

3 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Seamless Dynamics CRM ExperienceSave Time, Save Money … Fastest Way to Close

| © 2008 XIGNATURE INC.

• Contracts automatically signed, tracked, and managed within Microsoft Dynamics CRM

• Your business processes supported via configurable signing process

• Compliance ensured through fully secured signing process and audit trail

Page 4: Xignature For Microsoft Dynamics CRM

4 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

It’s Simple:Send E-Sign Requests from within your CRM

| © 2008 XIGNATURE INC.| © 2008 XIGNATURE INC.

Opportunities Estimates

Contacts

Page 5: Xignature For Microsoft Dynamics CRM

5 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

As Easy As EmailE-Sign Request – Automatically Filled Out

| © 2008 XIGNATURE INC.

Page 6: Xignature For Microsoft Dynamics CRM

6 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Choose Document(s) To Sign … That’s It.

| © 2008 XIGNATURE INC.

Upload Documents To Sign

Pick the documents to be signed below. Hitting Next will immediately notify the signers there are documents awaiting their signature. You can update this e-sign request to view the signing status at any time.

Document types supported: PDF, doc, docx, xls, xlsx

Page 7: Xignature For Microsoft Dynamics CRM

7 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Track Your Contracts

Know the status of all your contracts

Know where to put your energy to close on time

Mangers know status of entire department

Page 8: Xignature For Microsoft Dynamics CRM

8 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Your Customers Receive an Email Request to Sign

| © 2008 XIGNATURE INC.

Page 9: Xignature For Microsoft Dynamics CRM

9 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

They Sign OnlineAnywhere they are: Desktop, Mobile, Retail

| © 2008 XIGNATURE INC.

Page 10: Xignature For Microsoft Dynamics CRM

10 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Everyone Gets a Copy -- Automatically

| © 2008 XIGNATURE INC.

Signed Electronic Document

You

Customer

Automatically filed back into

Dynamics for future reference

Anyone that needs to be cc’d in real time (legal dept, sales manager, CFO, etc

Page 11: Xignature For Microsoft Dynamics CRM

11 | XIGNATURE PROPRIETARY AND CONFIDENTIAL

Get Started Today

• No annual contract• Nothing to download• Costs start at $19.95/month for each seat for the

integrated Microsoft Dynamics CRM solution• For more information and a free 60-day trial, go to

www.xignature.com/microsoft or call 510-931-SIGN (7446)

| © 2008 XIGNATURE INC.