Ambit Group - Digital signatures with DeepSign, Power Platform and Dynamics 365

Fully digitise contracts and approval processes

The digitisation of business processes often stops precisely where a signature is required. Contracts are drafted, sent by email, printed, signed, scanned and then returned. This disruption in the workflow wastes time, leads to errors and prevents a fully automated process chain.

By combining DeepSign, Microsoft Dynamics 365 CE, the Microsoft Power Platform and DocumentsCorePack, this workflow can be fully digitised.

As a partner of DeepSign and mscrm addons, the Ambit Group enables companies and organisations to automate signature processes directly from within Dynamics 365 or Model-Driven Power Apps. The solution is secure, legally compliant and seamlessly integrated into existing business processes.

 

Digital signatures with DeepSign, Power Platform and Dynamics 365

Why digital signatures are crucial today

Contracts, approvals and declarations of consent are part of everyday life in almost every organisation, ranging from customer contracts and quotations to internal approvals.

Despite modern CRM and ERP systems, these processes are often still carried out manually. Documents are sent by email, printed out, signed and returned.

This leads to delays, increased effort and a lack of transparency, as well as risks arising from a lack of traceability and legal uncertainties.

Digital signatures provide a solution, enabling fast, transparent and legally compliant signing processes that make your business workflows fully digital and efficient.

DeepSign: Digital signatures from Switzerland

DeepSign is a modern platform for electronic signatures and digital contract processes, developed with a focus on security, compliance and integration.

Key features of the platform:

  1. Legally compliant signatures: DeepSign supports various signature types in accordance with European and Swiss standards (e.g. eIDAS and ZertES).
  2. Highest security standards: Documents are cryptographically signed and archived in a traceable manner.
  3. Digital signature processes: Multiple signatories, defined sequences or parallel signatures can be easily orchestrated.
  4. API-based integration: The platform can be integrated directly into existing business applications – such as CRM or process platforms.

This makes DeepSign ideal for use in digitised business processes.

 

DocumentsCorePack: Automated document creation

The basis for a digital signature process is usually a document generated from business data.

This is where DocumentsCorePack comes in.

DocumentsCorePack is a well-established solution for document generation and document automation in Dynamics 365 and the Power Platform.

Key features:

  • automatic generation of contracts, quotations or confirmations
  • Word or PDF templates populated with CRM data
  • sending documents via email
  • automated document processes
  • integration with workflows and Power Automate

This enables documents to be generated entirely automatically from business data.

Die Kombination: Von CRM-Daten zur digitalen Unterschrift

The real added value comes from combining these three components:

  • Dynamics 365 / Power Apps – System of Record
  • DocumentsCorePack – Document creation
  • DeepSign – Digital signature

Together, they enable a seamless end-to-end process for contracts and documents.

From data entry in the CRM through to the automated creation of documents and digital signatures, every step runs seamlessly within a single system.

Typischer Ablauf

  1. Data in the CRM: All relevant information is available in Dynamics 365 or a Model-Driven Power App (e.g. customer, quotation, contract).
  2. Generate document: DocumentsCorePack automatically creates a document (e.g. contract or quotation) from a template.
  3. Start signature process: The document is transferred directly from the system to DeepSign.
  4. Digital signature: The recipient receives a signature link and can sign the document digitally.
  5. Return to CRM: The signed document is automatically saved in the CRM and the process is completed.

The result is a fully digital contract process with no media discontinuity.

Practical examples of digital signature processes

The combination of Dynamics 365, Power Platform, DocumentsCorePack and DeepSign is suitable for a wide range of use cases.

Service and maintenance contracts

  • Confirm service agreements digitally
  • Automate contract renewals

Human Resources

  • Signing employment contracts digitally
  • Automating NDA documents

Compliance and Governance

  • Document approval processes
  • Ensure an audit trail for signatures

Sales processes

  • Sign quotes digitally
  • Speed up the contract signing process
  • Shorten the sales cycle

Non-profits and associations

  • Signing membership applications
  • Digital donation agreements
  • Managing volunteer agreements

Benefits for businesses and organisations

An integrated digital signature solution offers clear strategic advantages:

  • Faster contract signing: Documents can be signed immediately, regardless of location or device.
  • End-to-end digitisation: The entire process remains within the system and can be tracked at any time.
  • Reduced administrative workload: Manual steps such as printing, scanning and tracking are eliminated.
  • Higher data quality: Documents are directly linked to your business data.
  • Scalable process automation: Signature processes can be easily integrated into Power Automate or business processes.

A building block for modern business platforms

Many organisations now rely on platform architectures for their business processes.

Typical components include:

  • CRM and ERP as core systems
  • Automation and process platforms
  • Engagement and communication systems
  • Analytics and AI

Digital signatures are a key component of this architecture.

With DeepSign, DocumentsCorePack and the Microsoft platform, contract processes can be seamlessly and fully integrated into this platform strategy.

Fazit

Digital signatures are a crucial step towards fully digitised business processes.

By combining:

  • Microsoft Dynamics 365
  • Microsoft Power Platform
  • DocumentsCorePack
  • DeepSign

organisations can automate, accelerate and legally compliantly digitise contract processes.

As a partner for these solutions, the Ambit Group supports organisations in seamlessly integrating digital signature processes into their CRM and platform solutions – from document templates to legally valid digital signatures.

Would you like to digitise your contract and signature processes?

We’d be happy to show you how DeepSign, DocumentsCorePack and Dynamics 365 can be integrated to create a seamless signing process.

Book a consultation with our experts and discover how you can fully digitise your document processes.

Mehr erfarhrenEin Beratungstermin vereinbaren.

Sources

Are you interested in this topic? I would be pleased to answer any queries you have.

Christian Schipp, Chief Business Development Officer

christian.schipp@!ambit-group.com
+41 79 954 17 09