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#4760 - Retrieve form values and attachments back into Sugar
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
7 months ago
Hey James,
Unfortunately our plugin doesn't provide the functionalities you require. It can, however, send documents and PDF templates from SugarCRM to your accounts, contacts and leads via DocuSign for signature. Feel free to get a trial to see how it works.
For further queries, feel free to reach out at product.support@rolustech.com