by Lampada Global

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.

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Can I select records from CRM's database for inviting to sign?

Yes, it is allowed to select any Contact, Account or User.

Can I merge information from CRM against Custom Fields in a selected HelloSign Template?

Yes, after realizing HelloSign Templates had been imported you can choose the module a given Template should relate to. Then you can setup the formula for merging on each Custom Field on subpanel under that Template. Finally, on selecting that Template on sending a Signature Request each Template's Custom Field automatically fetches respective information from CRM.

Can I force original Subject and Message from a given Template?

Yes, on configuring an imported HelloSign Template you can mark the checkbox "Locked Message?" which tells CRM those fields must be readonly.

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