MoreYeahs integrated Adobe Sign with Dynamics 365 to automate document generation and multi-party digital signatures for a B2B enterprise's contract workflow.
The client is a prominent enterprise requiring rigorous contract management for its B2B engagements, managing complex agreements with multiple stakeholders where security and speed in procurement and sales cycles are essential to competitive advantage.
With a growing volume of deals, the manual process of drafting contracts, converting them to PDF, and emailing them for wet signatures created significant bottlenecks.
Manual Contract Handling — Drafting, converting to PDF, and emailing for wet signatures created significant bottlenecks as deal volume grew.
Handoff Delays — Delays occurred frequently during the handoff between internal Product Owners and external buyers, stalling deal closures.
No Status Visibility — Sales teams often didn't know if a contract was stuck with the Product Owner or the client, and version control was difficult to maintain manually.
MoreYeahs architected a seamless integration between Dynamics 365 and Adobe Sign to digitize the entire contract lifecycle, replacing manual email chains with automated triggers based on record status within Dynamics 365.
A contract document is generated automatically only once the Product Owner approves the deal in Dynamics 365, after which an automated flow routes it first to the internal Sales representative for countersignature and then to the buyer — with Power Automate tracking envelope status at each stage and updating the CRM record in real time.
Approval-Gated Generation — Contracts are generated only after strict approval criteria are met within Dynamics 365.
Automated Signature Routing — Documents route sequentially from Sales countersignature to the buyer without manual handling.
Real-Time Status Tracking — Power Automate tracks envelope status (Sent, Viewed, Signed) and updates the CRM record in real time.
Dynamics 365 Sales served as the central hub for customer data and deal logic, with Adobe Sign API integration providing legally binding digital signatures and full audit trails.
The result was a completely paperless, secure, and transparent contract process, with turnaround times for contract execution dropping from days to hours through automated routing and click-to-sign capability.
Faster Turnaround — Contract execution time dropped from days to hours.
Guaranteed Contract Integrity — No manual edits could be made after the Product Owner's approval.
Paperless Process — The entire contract cycle became fully digital, secure, and transparent.
Automating administrative hurdles allowed the sales team to focus on relationship building rather than paperwork, demonstrating the value of governed flexibility — enabling speed while enforcing strict approval hierarchies.
Sales Team Refocused on Selling — Reduced administrative burden freed the sales team to focus on relationship building.
Governed Flexibility — Fast, digital execution paired with strict, enforced approval hierarchies.
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