DocuSign

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 to the corresponding SugarCRM records. The signed documents are returned to SugarCRM and attached to the document envelope.

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#4353 - Send Doc for Signature - not working

Closed Bug? created by Vincent 3 years ago

Hi, I've just started to test this and everything seems to be working fine so far, apart from the Send Doc for signature option within any of the Sugar modules; Accounts/Contacts/Leads/Quotes I have a demo session with my customer tomorrow morning, so would be great if you could contact me and fix please?

My demo instance is using standard Sugar v9.3

urdhvatech
3 years ago

Hi, I will try my best to resolve in this very short notice. However, can you share what sort of error or failure happens when you try to send documents from those modules? What option you choose on "Send Doc for signature option"? If possible can you share a screenshot or anything for a quick help?

Thanks & Regards, Team Urdhva Tech

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- Vincent
  3 years ago
  
  no error, just nothing happens :-( if you give me an email I will send you login
  
  reply
- urdhvatech
  3 years ago
  
  contact@urdhva-tech.com
  
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- Vincent
  3 years ago
  
  Thanks for the quick response and testing you've done. Just one last point, I don't see the signed Document within CRM. Can you confirm if this is a bug or intentional please? (I hope it's a bug) :-)
  
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urdhvatech
3 years ago

Should not happen, Give me tomorrows time I will check and get back.

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- Vincent
  3 years ago
  
  Do you have your own demo instance that does have signed version in CRM that I can use to show customer this morning?
  
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- urdhvatech
  3 years ago
  
  I have just sent an email of the demo instance.
  
  reply
pietro.sacchi
3 years ago

Same problem for me on a demo environment ... version 1.6 no "send docusign document" fom contact and no signed attachment

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urdhvatech
3 years ago

Hello Pietro,

Thanks for showing interest into our add-on. Can you please connect with us on Skype so we can look into the demo environment you have. Our Skype id is: urdhvatech

Thanks & Regards, Team Urdhva Tech.

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