SugarCRM Modules

AdobeSign for Sugar allows you to send documents or contracts for electronic signature using AdobeSign from within SugarCRM. Track your documents anytime, anywhere within minutes. Supports the use of PDF templates or AdobeSign templates to send documents to Sugar accounts, contacts, or leads for e-signature.

DocProStar transforms your inbound documents and emails into actionable data, directly within SugarCRM. Using machine learning and AI, we automate digital mailroom, email triage, and financial processes like accounts payable and order to cash, saving you time and money.

DocuSign For Sugar for SugarCRM allows you to send e-sign contracts for electronic signature with DocuSign services and track your documents anytime, anywhere within minutes.

Sharing files across multiple platforms can be time consuming and confusing. What if you could utilize the sharing power of Dropbox all from within your SugarCRM platform? Dropbox integration combines the freedom and control of Dropbox from inside your SugarCRM, allowing you to share and connect files without restraints.

Add the ability to not only upload multiple files, but also the ability to preview different file types right from inside SuiteCRM. Supports many file types such as PDF, Word Docs, TXT, PNG, JPG, and more.

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 to the corresponding SugarCRM records. The signed documents are returned to SugarCRM and attached to the document envelope.

The Signature Field add-on for SugarCRM enables your customers to agree and officially sign records. Easily add signature fields on any Studio-enabled module (base and custom modules), and print it on PDF templates. We have also created an easy-to-use electronic signature capture and embed tool, so there’s no need for any external signing software!

Get valuable AI insights into your customers’ emails and meetings. Use AI to generate summaries of customers’ emails in Outlook and in CRM records, allowing you to quickly review key discussion topics and follow ups. Drill down and find emails where specific topics were discussed. Generate AI insights into Teams meetings including discussion points and follow-ups. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.

A bi-directional file sync between Alfresco and SugarCRM (self hosted or On Demand).

Over 40,000 customers create, manage and e-Sign docs with ease using PandaDoc. Let the platform manage the entire proposal lifecycle inside SugarCRM with PandaDoc, the top integration for proposals, quoting and contract management.

Seamless, intuitive and customizable Outlook integration for SugarCRM with powerful AI-capabilities. Access, update, and manage CRM records without leaving Outlook. Get valuable AI insights into your customer engagement including emails and meetings in Outlook, Teams and in CRM records. Quickly review key discussion topics and drill down to find corresponding emails. Share AI Insights via SugarCRM, enabling team members to catch up on ongoing conversations without having to review entire email threads or attend every meeting.

RightSignature For Sugar for SugarCRM allows you to send e-sign contracts for electronic signature with RightSignature services and track your documents anytime, anywhere within minutes.

Send and track your signature requests with Lampada HelloSign! This SugarCRM add-on enables you to send and track signature requests for Opportunities, Quotes, and Contracts. Have those documents quickly signed by your customers, users, and email addresses, from any browser or on any mobile device.

Need a way to have customers sign a receipt or for project managers to draw a mock-up in real time right inside of Sugar? Add drawing fields to any SugarCRM module right from within Studio. Especially great when out in the field using a tablet. Signatures or drawings on the spot.

Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your Sugar records and keeps your contacts in sync.

Consolidate all of your web form activity into SugarCRM using the Web Form Integrator by Faye. This integration provides the ability for Sugar Sell, Sugar Serve, or Sugar Enterprise to be easily and seamlessly integrated with any website or any web form, enabling you to access data more simply and quickly.
*included in all Faye Axia Packages. Subscription required.

Drive growth with Act-On Marketing Automation and SugarCRM. Act-On's powerful yet easy-to-use omnichannel marketing solution empowers Sugar customers to nurture leads and drive conversions through innovative AI capabilities and seamless integration with SugarCRM.

Create a consolidated customer 360 view, streamline accounting processes, consolidate martech data for real-time marketing insights, optimize your sales and supply chain pipelines, or build live and dynamic dashboards in your favorite reporting tool using CData's real-time SugarCRM connectivity solutions.