by techloyce

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.

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Send PDF to Adobe Sign

Sending PDF to Adobe Sign allows you to select a pre saved PDF template from your CRM and send it to your selected Contact, Account or Lead.

To send a PDF template, open any Lead, Contact or Account record. Under record action menu, it shows option ‘Send Template via Adobe Sign’. Click this option.

PDF via Adobe Sign

On Send Template via Adobe Sign screen it will auto fill the Name and Email of recipient from selected module.

Auto filled name and emails

From Template drop down you can select the template you want to send. It shows all available Templates.

Select template

By clicking PLUS icon, you can add multiple recipients. And MINUS button in red color allows to remove some recipients.

Add more Signers

B drag and drop you can set the order to recipients. For example Signer1 receives document first, after sign from Signer1, it will be shared with Signer2 and so on.

Drag and Drop recipients

You can define the role of recipient. Available roles are defined here

Define Roles

Once you are done with this, press Send to Adobe Sign button and it will send template to your recipients via AdobeSign and you will be redirected back to your record (Account, Contact or Lead).

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