Digitizing Contract Creation & Signing
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Digitizing the creation and signing of contracts. Belgium PowerApps & Flow User Group. (BEPAFUG,11/10/2018). .
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Digitizing Contract Creation & Signing
- 1. Belgium PowerApps & Flow User Group 11 October 2018 Clifton C. Lenne Digitizing Contract Creation and Signing
- 2. Clifton LenneSharePoint Business Applications Specialist @cclenne Community: https://www.powerappsug.com/belgium Meetup: https://www.meetup.com/Official-Belgium-PowerApps-Flow-User-Group YaIT-C.net “Start Small, Think Big(ger)” Co-Host Belgium PowerApps & Flow User Group Focus Areas info@yait-c.net
- 3. The Usual Method……. 10+ Manual Steps!
- 4. • Exhausting • Prone to mistakes • Auditing Trail…? • Lost Opportunities Downside Non-Digitized Procedure
- 5. • Minimize mistakes • Optimize communication between signing parties • Extinguish Printing and other manual steps • Log all steps in process: Digital Trail Requirements
- 7. Solution….. Only 2 Manual Steps! Insert data in PowerApps Send Data to Flow Convert Data to JSON Apply JSON to Contract Template via Plumsail Connector Apply DocuSign Template to Generated Contract Send Generated Contract to DocuSign Send Data to Plumsail Connector Send to Signatories Digitally Sign Final Contract Contract Template Storage
- 8. • Quick • Easy • Secure Benefits
- 9. • Almost all documents (except those with Publication Obligation) Internal Use • Most Commercial Contracts External Use Not Applicable • CAO, Publication Forms, Public (and some Private) Sector Tenders and some Others Scenario’s
- 10. Demo
- 11. Automated Flow
- 12. Pricing At least Office 365 Enterprise Subscription: €6,80 /Per User /Per Month (excl. VAT) At least Flow P1 Subscription: €5,00 /Per User /Per Month (excl. VAT) At least DocuSign Standard Subscription: €23,00 /Per Sender /Per Month (excl. VAT) Plumsail Actions Pack: €20,00 /Per Service Account /Per Month (excl. VAT)
- 13. Global Feature Comparity Use Adobe Sign: • Higher Encryption • Extended Flow Triggers and Actions • Alligned to American Privacy Laws • Large Sized Environment • Tight Integration in Office 365 Ecosystem (due to extended Adobe-Microsoft Collaboration Partnership) Use DocuSign: • Lower Encryption • Limited Flow Triggers and Actions • Alligned to European Privacy Laws • Small to Medium Sized Environments • Limited Integration in Office 365 Ecosystem Advise: Use Adobe Sign when possible!
- 14. Recap • For Internal and external use with exceptions • Eliminate communication gaps, automate manual steps • Requires at least Flow 1 Plan to make use of DocuSign Premium connector • Requires separate Office 365 Enterprise, DocuSign and Plumsail subscriptions • Use Adobe Sign when possible due to tighter integration in O365 ecosystem
- 15. Q & A