Send and track your contracts with RT DocuSign! Enhance your customer management process, by closing deals faster with RT DocuSign. Send your contracts and have them signed by your customers from any browser, or on any mobile device, within minutes.
Keep your business in the cloud with RT DocuSign and Sugar
Relieving you of the hassle of physically sending contracts for signature with RT DocuSign. With this plugin, you can upload and send multiple documents and PDFs, from your Sugar to your customers for signature. Additionally, you can also track status changes of your documents throughout the signature process.
Sugar plugin that helps you close business deals faster
Sync documents between Sugar & DocuSign. You can configure and send multiple documents from Sugar, and your customers can sign documents using their DocuSign account from any browser, including mobile devices, within minutes.
Configure RT DocuSign as you require
Maintain privacy by restricting access to users for your DocuSign account. Configure RT DocuSign to either ‘Global’ or 'User', allowing/disallowing all Sugar users to access your Admin’s DocuSign Account for sending documents.
View DocuSign envelope statuses directly in Sugar
Track and view DocuSign envelope statuses in a table or chart view with the DocuSign Dashlets, without having to log into DocuSign in a separate tab. DocuSign Dashlets can be added and document statuses can be tracked on Global, Module and Record Levels.
Sending documents & PDF templates for signature
With RT DocuSign, you can send multiple documents and PDFs to your customers for signature. This integration feature works on Accounts, Contact, Opportunities and Leads modules. It allows you to send PDF templates through modules for signature, by letting you upload templates from the PDF manager module.
Track documents with Activity Stream
View document status changes from your Global Sugar Activity Stream. Additionally, track status changes from record And Module level Activity streams.
Manage revisions of signed documents with Documents Packet Module
Signed documents sync back to Sugar and are stored/attached in PDF format within relevant Document Packet Records. This module also allows you to track and view statuses of document packets (group of documents sent for signature), or individual documents and Recipients in Documents Packets Modules Details View.
For me, I still had to send in documents to contacts through various and difficult means. Rt DocuSign just makes it all for me a whole lot easier. I can just import my contacts and send them documents through my Sugar instance to sign. A very fast process!!R.Gaudreau
Free 30 days Trial
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More about RT DocuSign on its website
To learn more, please visit the plugin website: https://www.rolustech.com/rtdocusign/
We provide outstanding support for RT DocuSign. You can contact us at email@example.com or create a case/question for us. We look forwarding to helping you! Visit our Official website to know more about us and our solution.
RT DocuSign Documents
Click on the following links to have a quick look at RT DocuSign User Guide.
* Sugar 8 and up - User Guide
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A complete SugarCRM and DocuSign integration which allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached...