Easily Send and Track Signature Requests Within SugarCRM Using HelloSign

Improve your sales force automation with the HelloSign add-on for SugarCRM by Lampada. You can upload either a PDF file or HelloSign template from your CRM to your customers, users, and email addresses for signatures. You can also conveniently track the lifecycles of your documents right inside SugarCRM.

How it Works

HelloSign enables you to send and track signature requests for the Opportunities, Quotes, and Contracts modules. Have those documents quickly signed by your customers, users, and email addresses, from any browser or on any mobile device!

Some Key Features of HelloSign

Get the whole list of helpful functions by visiting the product listing page.

Assign a document template to a module Each template is assigned to a specific module, that means, a given template is addressed to documents to be signed under either an Opportunity or a Quote, or even an Account.

Lock fields on document to be signed Specify whether the subject and message from a template can be edited by the sender in the document to be signed.

Easy interface for mapping merged fields Easily map custom fields from template with any field in the parent module or any field in related modules, disregarding whether the module is directly related to the parent module or not.

Send signature request from a static PDF file Users can choose any static PDF file to be signed by targets.

Add targets from CRM Users can choose existing recipients from Accounts, Contacts, and Users modules through a parent field in GRID. The email address is automatically populated.

Map targets with template’s roles On selecting a PDF Template, the subpanel targets are automatically loaded with template's roles so users can decide who plays each R=role.

To learn more about this solution, go to HelloSign, or search for "signature requests."