SugarDocuSign for SugarCRM allows you to send e-sign contracts for electronic signature with DocuSign services and track your documents anytime, anywhere within minutes.
• After successful validation of license key the next step is to configure your DocuSign account with SugarDocuSign. Go to Admin panel and search for " API Configuration". Click on it.
• A configuration page will open where you have to enter your DocuSign API name (your email), API password and Integration key. Your connection environment will be Production.
• Click on Test connection to check whether the details you entered are connecting your SuiteCRM to Docusign account or not. A successful connection will display “API Connected” message.
• Now you are successfully connected to your DocuSign account and ready to send and receive documents for signature with the help of newly installed SugarDocuSign module.
Other add-ons of interest
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...