by techloyce

AdobeSign for Sugar allows you to send documents or contracts for electronic signature using AdobeSign from within SugarCRM. Track your documents anytime, anywhere within minutes. Supports the use of PDF templates or AdobeSign templates to send documents to Sugar accounts, contacts, or leads for e-signature.

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Send Document to Adobe Sign

In this option, you can simply select a Document from your computer, and send it to your recipient. For this, go to the AdobeSign module, and click on the 'Send Document' link.


You will see a form to upload your document and input the recipient name, email address and set role. Finally, you can click on the Send button to upload the document. Further, you can see Sending documents to your Contacts, Leads or Accounts for detailed functionality of this form.

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