Digitizing the creation and signing of contracts. Belgium PowerApps & Flow User Group. (BEPAFUG,11/10/2018). .

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

6. Solution Building Blocks

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