by urdhvatech

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.

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Introduction

Introduction

A complete SugarCRM and DocuSign integration which allows you to send the documents and templates for signature directly from SugarCRM. DocuSign for SugarCRM is an eSignature solution that integrates with SugarCRM. With DocuSign you can send, sign and track agreements and approvals anytime, anywhere, and from any device. Integrated DocuSign and SugarCRM, you can use SugarCRM to generate a document based on information from modules in SugarCRM that can be signed with DocuSign.

Track all the documents sent for signature with the intuitive DS Activities Dashboard which gives the instant update as the document gets viewed or signed.

The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects.

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