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.
List Document option allows you to see details of the documents you sent along with their statuses. Click on list document and list of all documents you sent will be displayed.
• Manually select certain files and click on 'Check file status' option from drop down list. It will update the status of your documents, whether it is sent, delivered or signed.
• In automatic process it creates a job under Scheduler module. You can see this job with title 'Adobe Sign - Document Status Update' by going to Admin Panel and click on Schedulers link. By default its set to 15 minutes time interval which you can adjust according to your needs.
Other add-ons of interest
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.
Drawing and Signature Field
Need a way to have customers sign a receipt or for project managers to draw a mock-up in real time right inside of Sugar? Add drawing fields to any SugarCRM module right from within Studio. Especially great when out in the field using a tablet. Signatures or drawings on the spot.