SugarAdobeSign for all editions of SugarCRM and Suite CRM allows you to send e-sign contracts for electronic signature with AdobeSign services and track your documents anytime, anywhere within minutes. SugarAdobeSign also allows you to send templates that were created in AdobeSign from SugarCRM.
This document will help you for installation and document sending using SugarAdobeSign from your Sugar and Suite CRM.
|Upload and send agreements|
|View signed agreements in SugarCRM|
|Send PDF templates as agreements from SugarCRM|
|Manual agreement status checking|
|Automatic agreement status checking||-|
|Support multiple recipients||-|
|Set role for recipients||-|
|Send from self or Administration Email Address||-|
|Sugar CE||SuiteCRM||Sugar 7 On Premise||Sugar 7 On Demand|
On Premise Supported
If you host your own SugarCRM server or you are using SuiteCRM then SugarAdobeSign is fully supported. We do not support Sugar's On Demand service at this time. If you are not sure what that means then you will be clear to try out our add-on.
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...