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.
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.
On Send Template via Adobe Sign screen it will auto fill the Name and Email of recipient from selected module.
From Template drop down you can select the template you want to send. It shows all available Templates.
By clicking PLUS icon, you can add multiple recipients. And MINUS button in red color allows to remove some recipients.
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.
You can define the role of recipient. Available roles are defined here
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).
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.
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...