Circularo + Microsoft

A seamless bridge between your Microsoft tools and your digital agreements. Circularo provides full, native integration with the Microsoft ecosystem. Whether you're preparing agreements, collaborating across teams, or managing enterprise-scale signing workflows, Circularo ensures everything stays connected, synchronized, and effortless.

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Work in Microsoft 365 inside Circularo

Collaborate, Edit, and Sign Office Documents Directly Inside Circularo

Circularo’s integration with Microsoft 365 allows users to work on Word, Excel, and PowerPoint files without leaving Circularo. Documents can be viewed, edited, commented on, and signed - all inline - eliminating tool switching and keeping workflows consistent.

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Key Capabilities

Inline viewing and signingOpen Word, Excel, PowerPoint, and PDF files directly inside Circularo for immediate review and eSigning - no exporting, downloading, or emailing required.

Real-time collaborationAdd comments, notes, and annotations during signing steps to support internal reviews and approvals - all in a unified interface.

OneDrive import & exportPull files from OneDrive into Circularo for editing or signing, then automatically save completed documents back to shared folders.

Collaboration Benefits

Centralized team access through shared folders and permissions

Reusable templates to accelerate agreement preparation

Eliminates version confusion and manual document handling

Fully traceable, auditable workflows inside Circularo

Efficiency Gains

Circularo enhances Microsoft 365 collaboration by automating repetitive tasks, reducing errors, and speeding up signature cycles - all while keeping teams working where collaboration naturally happens.

Circularo Add-Ins for SharePoint, Outlook, Teams, and Microsoft 365

Send Documents for eSigning Directly From Your Favorite Microsoft Apps

Circularo’s Microsoft add-ins embed secure signing workflows into every major Microsoft touchpoint. Users can send documents for eSigning without ever leaving SharePoint, Outlook, Teams, Word, Excel - or the broader Microsoft 365 environment.

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Cross-Platform Integration

SharePoint: Send files for signing directly from document libraries and store signed versions automatically.

Outlook: Request signatures from email attachments with a single click.

Teams: Share, collaborate, and send signature requests directly from chats or tabs.

Word & Excel: Send documents for signature right from the ribbon menu.

Circularo Add-Ins for Microsoft 365
Benefits for Users

Cross-platform document sendingInitiate eSignature requests from your favorite Microsoft apps.

Streamlined workflowsNo exporting, no downloading, no manual uploads - documents move seamlessly.

Enhanced collaborationTeams prepare, track, and manage signature requests in the tools they already use.

Centralized document managementBuilt-in version control and automated archiving ensure tamper-proof collaboration, compliant retention, and reliable long-term access to every document

User-friendly experienceSimple, intuitive, and built around everyday Microsoft usage patterns.

Why It Matters

This integration creates a unified bridge between Microsoft productivity tools and Circularo’s secure signing platform - embedding signing workflows into daily business processes for maximum convenience and adoption.

Enterprise-Grade Authentication with Microsoft Entra ID & Office 365

Authentication Illustration

Secure, Unified Access with SSO, OAuth 2.0, SAML, and Microsoft Authenticator

Circularo provides full support for Microsoft Entra ID (formerly Azure AD) and Microsoft Office 365 OAuth 2.0 authentication, ensuring seamless, secure, enterprise-grade access control for all users.Organizations can authenticate using their existing Microsoft credentials, enforce corporate security policies, and maintain a unified identity governance model across all systems.

Benefits for Users

Single Sign-On via Office 365 OAuth 2.0Users can sign in to Circularo directly with their Office 365 accounts using OAuth 2.0, enabling fast, frictionless SSO with no password duplication.

Single Sign-On via Entra ID (SAML 2.0)Circularo fully supports SSO using Microsoft Entra ID with SAML 2.0, inheriting enterprise identity and security policies automatically.

Multi-Factor Authentication (MFA)Circularo honors all Entra ID MFA requirements, including Microsoft Authenticator push, biometrics, and one-time passcodes.

Conditional Access & Identity ProtectionEnforce Entra ID rules - device compliance, geo/IP restrictions, risk-based access, privileged identity policies - directly on Circularo access.

OAuth 2.0 for API WorkflowsAPI-based workflows and external apps can authenticate securely through Entra ID OAuth 2.0 tokens for service-to-service scenarios.

Automated Provisioning (SCIM - coming soon)Accounts are created, updated, and disabled automatically through Entra ID and group assignments, enabling hands-off user lifecycle management.

Single Sign-On (SSO) with Entra IDAuthenticate into Circularo using Microsoft credentials with full support for SAML 2.0 and Entra ID SSO policies.

OAuth 2.0 AuthorizationEnable secure, token-based authentication for API integrations, mobile apps, and custom workflows using OAuth flows.

Multi-Factor Authentication (MFA)Circularo inherits Microsoft Authenticator and Entra ID MFA policies automatically - push notifications, biometrics, and one-time codes are all supported.

Conditional Access & Identity ProtectionEnforce your corporate Entra ID rules - device compliance, risk scoring, geo and IP restrictions, session controls, and identity risk-based access.

Automated User Provisioning (SCIM - coming soon)Users are provisioned and deprovisioned based on Entra ID assignments, ensuring clean onboarding, instant offboarding, and minimal IT overhead.

Why It Matters

Circularo becomes a secure extension of your Microsoft identity architecture - same credentials, same enforcement policies, same enterprise controls - delivering frictionless access without duplicating identity management.

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Get Circularo directly from Azure Marketplace & Microsoft AppSource

Procure, Deploy, and Scale Circularo Directly Through Microsoft Marketplaces

Circularo is available on Microsoft Azure Marketplace and Microsoft AppSource, making it easier than ever for organizations to evaluate, purchase, and deploy Circularo within their existing Microsoft environment.

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Benefits for Users

Simplified procurement & deploymentPurchase Circularo directly through the Azure portal, reducing administrative overhead and speeding up vendor onboarding.

Flexible pricing optionsTake advantage of pay-as-you-go, bring-your-own-license, or tiered subscriptions to match budget and usage needs.

Security & compliance assuredMarketplace solutions meet Microsoft’s security, regulatory, and architectural requirements - reducing organizational risk.

Counts toward MACCAzure Marketplace purchases contribute toward Microsoft Azure Consumption Commitments (MACC), helping organizations optimize Microsoft spend.

Unified billingConsolidate Circularo invoicing inside existing Microsoft agreements - simple, integrated, and predictable.

Fast onboardingDeploy Circularo within your Azure environment in minutes, using your existing cloud setup and governance framework.

Try before you buyAccess free trials or demo versions before purchasing.

Supported ecosystemAccess Microsoft’s support ecosystem with clear escalation paths and partner assistance.

Expand Your Microsoft Ecosystem with Circularo

Take your Microsoft productivity stack even further with Circularo’s deep, native integrations. From real-time collaboration to secure eSigning and simplified procurement through Azure Marketplace, Circularo enhances the tools your teams already use - without disrupting established workflows.