|Upload and send one or more agreements||-|
|Tracking agreement status||-|
|View signed agreements in SugarCRM||-|
|Send SugarCRM PDF templates as agreements||-|
|Cancel sent agreements||-|
|Resend agreements (Max. three times)||-|
|Create and Send Right Signature templates for agreements||-|
|Sugar CE||SuiteCRM||Sugar 7 On Premise||Sugar 7 On Demand|
How it Works
With this add-on you can upload PDF Documents and send from your CRM to your customers for signature. Additionally, you can also track status changes of your documents throughout the signature process. Send Document / PDF Templates When sending a PDF you can select a pre-saved PDF template from your CRM and send it to any contact, account or lead. In the picture below the Pay’s Cakes Account is shown . in dropdown menu there are two options • Send PDF To SugarRightSign • Send Document To SugarRightSign
Send PDF To SugarRightSign
In send PDF you can select PDF Templates from the list .
You can also create a new template from an already saved template.
Send Document To SugarRightSign In Send Document you can upload your own PDF Document to send for signature
Same option of Send PDF and Send Document is available in Contacts as well as in Leads Module .
See Status of Sent Documents The sent document list is available in SugarRightSign. Check a certain file and click on Check file status option from drop down list. It will give you the status of your document whether it is Pending or Signed
Easy as Clicking a Link User will receive a document by email . in email there will be a link to open document in RightSignature App to sign document. if the user sign the document then the signature process will be completed . you can check document status . if its Signed then the signed document will be saved in Notes and wil be available is SugarRightSign
You can download Signed Document from Notes
SugarRightSign Setting SugarRightSign setting is in Admin area . you can save Secure Token and RightSignature Email in the configuration to be used for sending documents
You can create an account for RightSignature in order to get your secure token .
Secure token is needed to send document . For that you need to register on RightSignature website .