The Sugar and DocuSign integration allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online.
The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Users/Quotes and Contracts.
Allows us to quickly pull data from Sugar modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from Sugar. The signed document's fields are then returned to Sugar and attached to the corresponding Sugar records. The signed documents are returned to Sugar and attached to the document envelope.
Features and Benefits
Documents & PDF Template for signature
Send documents and PDFs from your system, choose PDF Templates from DocuSign allows you to get the Merge fields and Roles populated to fill right before sending the template for signature. Use Sugar PDF templates with signature box placeholder for a signature.
View All FeaturesRealtime Updates
Get the instant updates of the documents sent for signature, Get all the activities logged in CRM and shown directly on your DS Activities dashlet. Get realtime updates as signers view and sign the document. The DocuSign list view lets you view at a glance the documents in its various stages (Sent for signature / Signed / Declined / Void)
View All FeaturesCRM Modules supported
The DocuSign and Sugar integration allows documents to be sent out to Accounts, Contacts, Leads, Prospects, Quotes & Contracts modules. The signed documents get saved as a Notes attachment, which is related to the DocuSign module.
View All FeaturesTrack Documents
Track the documents sent for signature from its inception till it gets signed. The DocuSign module saves all the necessary information for the document that is sent out for signature. The DocuSign records also get assigned to the CRM modules (Account/Contact/Lead/Prospect/Quotes & Contracts) to whom the document was addressed. Beneath all the supported modules the DocuSign subpanel would be shown, for better reference and quick accessibility.
View All FeaturesDocuments & PDF Template for signature
Realtime Updates
CRM Modules supported
Track Documents
Track the documents sent for signature from its inception till it gets signed. The DocuSign module saves all the necessary information for the document that is sent out for signature. The DocuSign records also get assigned to the CRM modules (Account/Contact/Lead/Prospect/Quotes & Contracts) to whom the document was addressed. Beneath all the supported modules the DocuSign subpanel would be shown, for better reference and quick accessibility.Support
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