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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User Guide

Navigate to module “DocuSign” and click “Send Doc for Signature”. You will have 2 options to send the document for signature.
DocuSign from SugarCRM
The “Send DocuSign Template” list would show you the list of DocuSign templates that you have created in your DocuSign account. You may choose the desired template and send it to Accounts/Contacts/Leads/Prospects
The “Send External File” lets you send document stored locally to Accounts/Contacts/Leads/Prospects
You may choose “Add Signer” to send it to anyone other then the CRM entity by simply providing the name and email address.
“Add Signer from CRM” would be the CRM entities (Account/Contact/Lead/Prospect) who would be signing the documents.
“Add Cc” would be the entities who will be kept in the Cc for the reference of the document that would be sent for signature.
“Add Cc from CRM” would be the CRM entities (Account/Contact/Lead/Prospect) who will be kept in the Cc for the reference of the document that would be sent for signature.
select docusign template from SugarCRM
A popup appears allowing user to place the DocuSign fields and Signature box before sending
place docusign fields
The email gets sent out to the signers for signature.
The Signer opens the link to sign the document.
As the document is viewed or signed, the Activities are being logged in the CRM under the “DS-Activities” subpanel and DS Document Envelope and the Status of the Document gets updated as it gets completed.

Note : Signed document gets saved as a Notes Attachment in CRM which is related to the Document Envelope.

DS-Activities Subpanel : Lists the activities (Viewed/Signed) happened for the document packet by each signer.
Signers Subpanel : Lists the entities involved with the document for Signing and Cc.

DocuSign Fields Mapping

Map the CRM module fields -> to -> DocuSign and DocuSign -> to -> CRM.

DocuSign supported field types:

Textbox, Checkbox, Radio, SSN, Email, Numbers, Letters, Date, ZIP+4, ZIP

Note : “Dropdown” is not supported, as DocuSign Registered API Library fails when a dropdown is placed on the template

Create a mapping of DocuSign Template roles to the CRM modules with fields to be parsed from CRM to DocuSign
Create a mapping of DocuSign Template roles to the CRM modules with fields to be parsed from DocuSign to CRM
Send DocuSign Template and by selecting the template, mapping and modules
The “Practitioner” received the document for signing with the values populated from CRM’s record
The “Practitioner” completes the document by filling up the fields and signing
The “Verifier” received the document for signing with the values populated from CRM’s record
The “Verifier” completes the document by filling up the fields and signing
The “Practitioner” & “Verifier” record in CRM gets updated by the inputs provided during the signing process

Sending Options Available on Accounts/Contacts/Leads/Prospects

“Send CRM PDF Templates” : Choose the CRM PDF Template, which gets parsed and sent for the signature. You can add the Signature box in your template where you want the Signature to be placed.

Use “[DS_BOX]” variable in your PDF Template for capturing the signature on the document.

“Send DocuSign Template” : List of DocuSign templates would be shown and will be available to send for signatures.
“Send External File” : Browse local file and send it for signature. Supported file types, .doc, .docx, .pdf

Sending Option Available for Quotes

“Send CRM PDF Templates” : Choose the CRM PDF Template, which gets parsed and sent for the signature.
You can add the Signature box in your template where you want the Signature to be placed. Use “[DS_BOX]” variable in your PDF Template for capturing the signature on the document.
The sent Quote/Contract using the CRM PDF template with signature box would be parsed on DocuSign, as shown below
  1. Vincent member avatar

    Vincent

    2 years ago

    Would be great if you can also add ability to send from Contracts module

  2. urdhvatech member avatar

    urdhvatech Provider Affiliate

    2 years ago

    Hi Vincent, It does support sending from the Contract module.

    • Vincent member avatar

      Vincent

      2 years ago

      great, you may want to amend the text here; 'Sending Options Available on Accounts/Contacts/Leads/Prospects' :-) Also not clear how to have more than one person that needs to sign, or if a CRM user (could be company Director) also needs to sign?

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