Sugar Connector to DocuSign

Sugar Connector to DocuSign

Access DocuSign within Sugar


Close deals faster with DocuSign for Sugar. Our integration takes advantage of what the Sugar platform has to offer, and helps sales users close business completely in the cloud. Users can configure and send envelopes from the DocuSign dashlet in Sugar, and your customers can sign documents from any browser, including mobile devices, within minutes. If you have an existing DocuSign account - all you have to do is enter your credentials.

Features and Benefits

Drag and Drop

Drag and drop the DocuSign dashlet on any object (included on Accounts, Contacts, Leads, Opportunities, and Quotes by default).

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Send Documents for Signature

Send documents for signature right from the dashlet, and use the familiar DocuSign interface to add or edit tags within Sugar.

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Envelop Statuses

View envelope statuses for a summary of where your documents are.

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Real-time Alerts

Get real-time alerts on document status changes from your activity feed.

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Drag and Drop

Drag and drop the DocuSign dashlet on any object (included on Accounts, Contacts, Leads, Opportunities, and Quotes by default).

Send Documents for Signature

Send documents for signature right from the dashlet, and use the familiar DocuSign interface to add or edit tags within Sugar.

Envelop Statuses

View envelope statuses for a summary of where your documents are.

Real-time Alerts

Get real-time alerts on document status changes from your activity feed.

View Signed Documents in Sugar

Signed documents are automatically stored back as a PDF onto the originating record in Sugar.

Support

If technical support is needed for this installation, please feel free to write to us at: support@w-systems.com. Please include as much information as possible regarding your issue and supply full contact information so we know who to contact when we respond. Thank you!

Phone Support: (800) 775-8378
Support Email: support@w-systems.com
Support Knowledge Base: https://help.w-systems.com/sugardocusign/index.html

Terms & Conditions

Terms of Service: https://www.w-systems.com/products/sugarcrm-add-ons/sugar-connector-to-docusign/terms/
Privacy Policy: https://www.w-systems.com/privacy/

With DocuSign's dashlet within Sugar you are able to see your DocuSign status at a glance. With DocuSign's dashlet within Sugar you are able to see your DocuSign status at a glance.

Resources

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

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