SugarDocuSign for SugarCRM allows you to send e-sign contracts for electronic signature with DocuSign services and track your documents anytime, anywhere within minutes.
List Document option allows you to see details of your send documents and their status. Click on list document and all of your send documents will be displayed.• Check a certain file and click on Check file status option from drop down list. It will give you the status of your document whether it is sent, delivered or complete.
• On “complete”, you can check your received document after it is sent back from the recipient by adding the signature in it.
• Click on “notes” to download your received document.
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...
Send and track your contracts with RT DocuSign! Enhance your customer management process, by closing deals faster with RT DocuSign. Send your contracts and have them signed by your customers from any browser, or on any mobile device, within minutes.
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...