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Generating a Sales Agreement from an Opportunity

  • 1.  Generating a Sales Agreement from an Opportunity

    Posted Dec 14, 2018 02:40 PM
    I'm curious how the rest of the world is currently generating sales agreements from opportunities, particularly using the product line items.

    I'd like very much for my sales people to not have to leave Dynamics 365 (CRM) in order to generate and send a sales agreement to the prospect. We currently have Adobe Sign, but that requires that we create a template that the sales person then has to fill out before sending it.

    In an ideal set up I'd like the Salesperson to create an opportunity, populate that opportunity with product line items, have the estimated value updated based on the product line items, and send an agreement with the line items to the prospect with capabilities for electronic signature.

    Is that possible? How are others handling it?

    Guy Parisi
    Business Analyst & Quality Manager
    Sprague Pest Solutions
    Tacoma WA
    CRMUG Summit - Post

  • 2.  RE: Generating a Sales Agreement from an Opportunity

    Posted Dec 17, 2018 09:21 AM
    Hi Guy,

    While we're not using this for sales agreements specifically, we're using the 3rd party product DocumentsCorePack to generate and send PDF's from records in CRM for other external communications. It integrates with CRM with buttons in the ribbon for each entity, so your users wouldn't have to leave CRM. It's like a word-merge template specific to the chosen record that you can export as a PDF (or attach to other CRM records, such as an email).

    That said, I"m curious to see if others use other products/solutions for this.

    Hope this helps.

    Aaron Hirshfield
    Sr. CRM Developer
    Foundation Medicine
    Cambridge MA

    CRMUG Summit - Post

  • 3.  RE: Generating a Sales Agreement from an Opportunity

    Posted Dec 17, 2018 10:25 AM
    I have done this using a Word Document Template in Dynamics. Which can then be sent to a customer. I only had mobile signature setup but I think you could use Docusign or something similar to do the electronic signature for desktop and mobile.

    Getting the line items set up similar to an invoice is kind of tricky but it did work.

    Here's some links:

    Tim Dailey
    Sr Marketing CRM Administrator
    Starkey Hearing Technologies
    The CRM Dude (freelance consultant)
    Eden Prairie MN

    CRMUG Summit - Post

  • 4.  RE: Generating a Sales Agreement from an Opportunity

    Posted Dec 17, 2018 11:24 AM
    Hi Guy,

    We are using docusign.  Once the record has the correct data - we have a boolean field 'Send Agreement (Yes/No)' and once that is checked it kicks of a workflow that sends the agreement.  Once the record is signed - the agreement is saved back into dynamics attached to the notes entity.

    I started this project in March and it took me until about mid June to finish it myself as my solo main project and there were a bunch of hiccups along the way.  We had twelve different templates and they all had to be set up differently as docusign documents and I had to use javascript to dynamically set a field to contain the correct template ID before the workflow was kicked off.

    There is also a fair amount of maintenance involved depending on how large and savvy your sales team is.  For the months after we went live I was getting requests from dealers to have their docusigns resent to the emails, void the agreements, or change the email address and resend.  All of these changes were done directly in docusign to allow us to not to have to pay for resends.

    Docusign also has a great sandbox to do testing in - however - the template IDs don't transfer to production - so you'll have to take that into account.  There were a bunch of other stumbling blocks along the way - but in the end it turned out great. Sales has really liked this feature.

    Hope this helps!

    Travis Judd
    CRM Developer
    Trek Bicycle Corporation

    CRMUG Summit - Post

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