Sugar and DocuSign Integration- RT DocuSign

Sugar and DocuSign Integration- RT DocuSign

Send and Track Documents from within Sugar


Sugar plugin that integrates DocuSign and Sugar, helps you close business deals faster and in a better way. Send your contracts from Sugar and have them signed by your customers from any browser or mobile device within minutes.

Features and Benefits

SEND DOCUMENTS and PDF TEMPLATES FOR SIGNATURE

Relieving you of the hassle of physically sending contracts for signature. With RT DocuSign , you can upload and send multiple documents and PDFs to your customers. Along with the functionality to Add/Remove attached documents with Documents packet before send off. RT DocuSign integration feature works on Accounts, Contact, Opportunities and Leads modules. This integration also allows you to send PDF templates through modules for signature, by letting you upload templates from the PDF manager module. PDF FORMAT Helps sales personnel to take electronic signatures from customers and storing the signed documents as PDF in their relevant modules. TRACK DOCUMENT

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PDF FORMAT

Helps sales personnel to take electronic signatures from customers and storing the signed documents as PDF in their relevant modules.

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TRACK DOCUMENTS

Get real time alerts on document status changes from your Global Sugar Activity Stream. Additionally track status changes from record and Module level Activity streams.

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It helps you close business deals faster in Sugar

Sync documents between Sugar and DocuSign. You can Configure and send multiple documents from Sugar, and your customers can sign documents using their DocuSign account from any browser, including mobile devices, within minutes.

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DETAILS
Version Compatibility

SEND DOCUMENTS and PDF TEMPLATES FOR SIGNATURE

Relieving you of the hassle of physically sending contracts for signature. With RT DocuSign , you can upload and send multiple documents and PDFs to your customers. Along with the functionality to Add/Remove attached documents with Documents packet before send off. RT DocuSign integration feature works on Accounts, Contact, Opportunities and Leads modules. This integration also allows you to send PDF templates through modules for signature, by letting you upload templates from the PDF manager module. PDF FORMAT Helps sales personnel to take electronic signatures from customers and storing the signed documents as PDF in their relevant modules. TRACK DOCUMENT

PDF FORMAT

Helps sales personnel to take electronic signatures from customers and storing the signed documents as PDF in their relevant modules.

TRACK DOCUMENTS

Get real time alerts on document status changes from your Global Sugar Activity Stream. Additionally track status changes from record and Module level Activity streams.

It helps you close business deals faster in Sugar

Sync documents between Sugar and DocuSign. You can Configure and send multiple documents from Sugar, and your customers can sign documents using their DocuSign account from any browser, including mobile devices, within minutes.

Support

Phone Support:
Support Email: support@rolustech.com
Support Knowledge Base: http://rolustech.com/rtdocusign/faqs/

Terms & Conditions

Terms of Service: http://rolustech.com/rtdocusign/terms-conditions/
Privacy Policy: http://rolustech.com/rtdocusign/privacy-policy/

Configure RT DocuSign as you requireConfigure RT DocuSign as you require

Resources

Please where we're going to have PDF and what not

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