eSignature for Microsoft PowerAutomate

Overview

Create automated workflows between your favorite apps to synchronize agreements, get notifications, collect data and more. Configure Power Automate to create and send an envelope for signature via Docusign eSignature.

Highlights

Generate a new envelope, add documents, add recipients, tag the documents and send the envelope—all in an automated workflow.

• Add multiple documents or recipients to the envelope, as well as different recipient types

• Pre-populate fields with data from other systems

• Set up automated workflows between your favorite apps and services to synchronize agreements, get notifications, collect data and more

• Generate personalized, professional-looking documents for signing

• Store completed agreements in systems of record like SharePoint

• Send an agreement for signature with pre-populated data from Dynamics

• Set up software accounts for new hires when they sign an offer letter

• Provision services when a sales contract is signed

Benefits

• Streamline the agreement process: Generate a new envelope, add documents, add recipients, tag the documents and send an envelope—all in an automated workflow

• Customize your workflow: Add agreement steps in your Power Automate workflows to send agreements, collect data, and more

• Minimize risk and data errors: Workflows can automatically load a document, add tags and pre-populate data to save time and reduce errors