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).View All Features
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.View All Features
Drag and DropDrag and drop the DocuSign dashlet on any object (included on Accounts, Contacts, Leads, Opportunities, and Quotes by default).
Send Documents for SignatureSend documents for signature right from the dashlet, and use the familiar DocuSign interface to add or edit tags within Sugar.
Envelop StatusesView envelope statuses for a summary of where your documents are.
Real-time AlertsGet real-time alerts on document status changes from your activity feed.
View Signed Documents in SugarSigned documents are automatically stored back as a PDF onto the originating record in Sugar.
If technical support is needed for this installation, please feel free to write to us at: email@example.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: firstname.lastname@example.org
Support Knowledge Base: https://help.w-systems.com/sugardocusign/index.html
Terms & ConditionsTerms of Service: https://www.w-systems.com/products/sugarcrm/addons/sugar-connector-to-docusign/terms/