DocuSign and SugarCRM Integration
Relieve yourself of the hassle of physically sending contracts for signature with RT DocuSign. With this SugarCRM plugin, you can upload and send documents and PDF templates from your Sugar instance to your customers for signature. Additionally, you can track status changes of your documents throughout the signature process.
Close Business Deals Faster
Quickly send documents to your customers from within SugarCRM, and they can sign them using their DocuSign account from anywhere, including their mobile devices, within minutes. Documents can be sent from Accounts, Contacts, and Leads modules.
Track Document Status in SugarCRM
Users can observe the status of sent documents in the dedicated RT DocuSign module. Each document sent out for signature can have one of six statuses: created, sent, delivered, signed, voided, or completed. For details, please see the FAQs on the website.
Send PDF Templates
Users can create PDF templates for customized documents that can also be sent through RT DocuSign for digital signatures. The PDF Template module is used to create the document using placeholders for different values such as Name and Address. When the document is sent- either to an Account, Contact, or Lead- the placeholder is replaced by their specific data.
Each signed document is synced to SugarCRM and is stored with the appropriate module through which it was sent. This keeps everything nicely organized so users can access any document easily when needed.
Free 30-day Trial
Save your time and effort and start your RT DocuSign trial today. Click on the View Pricing button below to get started.