DocuSign

by urdhvatech

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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#4761 - Retrieve form values and attachments back into CRM

Closed General Question created by Sugabyte 11 months ago

Hi, we're looking for a Docusign integration with Sugar that will do these two things:

-Retrieve the form values from the Document envelope (filled in by the customer) once the document is signed - Retrieve and pull back in the attachments uploaded to the envelope from the customer

Can your solution do this?

Thanks, James

  1. urdhvatech-primary-contact member avatar

    urdhvatech

    11 months ago

    Retrieve the form values from the Document envelope (filled in by the customer) once the document is signed

    • If you are sending the DocuSign Templates from CRM, And have created the Mapping of that templates fields with the CRM fields, Then upon signature by customer. The information can be pulled back and updated in CRM.

    Retrieve and pull back in the attachments uploaded to the envelope from the customer

    • Yes this happens for any Document sent for signature from CRM.
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  • SugarCRM Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions
  • 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 6.7, 6.5

    This Add-On doesn't support the latest Sugar version!

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