SugarEchoSign for all editions of SugarCRM and Suite CRM allows you to send e-sign contracts for electronic signature with AdobeSign services and track your documents anytime, anywhere within minutes.
AdobeSign (EchoSign) and SugarCRM
Are you dealing with the hassle of sending physical documents for signature?
Wish that you could have those documents signed within minutes instead of days?
Want to know whether your documents were even received by the other party?
Then SugarEchoSign is the solution to all of your document signature problems.
How it Works
With this add-on you can upload and send multiple documents and PDFs from your CRM to your customers for signature. Additionally, you can also track status changes of your documents throughout the signature process.
When sending a PDF to Adobe Sign you can select a pre-saved PDF template from your CRM and send it to your selected contact, account or lead.
You can also create a new template from an already saved template.
Sending to Contacts, Leads, or Accounts
You can send your document to any of your Leads, Accounts and Contacts. Select your desired contact, account or lead to which you want to send your document and click on the drop down menu of edit. Here you can select from two options for sending document via your SugareEchoSign module.
- Send PDF to AdobeSign
- Send Document
See Statuses of All Docs
The List Document option allows you to see details of all sent documents and their statuses. Click on list document and all of your sent documents will be displayed. Check a certain file and click on Check file status option from drop down list. It will give you the status of your document whether it is sent, delivered or complete.
Easy as Clicking a Link
When a recipient receives a document from you they can view the document by clicking the provided link in the email. When a document is signed and recipient clicks on “Done” AdobeSign will automatically send the file back to you and the status of file will be “Complete”.
On Premise Supported
If you host your own SugarCRM server or you are using SuiteCRM then SugarEchoSign is fully supported. We do not support Sugar's On Demand service at this time. If you are not sure what that means then you will be clear to try out our add-on.
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