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.

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Realtime 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)

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CRM 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.

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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.

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DETAILS
Version Compatibility

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.

Realtime 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)

CRM 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.

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

Phone Support: +91-7990790181
Support Email: contact@urdhva-tech.com
Support Knowledge Base: http://www.urdhva-tech.com

Terms & Conditions

Terms of Service: http://www.urdhva-tech.com/terms-of-service
Privacy Policy: http://www.urdhva-tech.com/privacy-policy

Options for sending documents to Account for signatureOptions for sending documents to Account for signature
Sending the Docusign Template with field mappingsSending the Docusign Template with field mappings
Signing docusign templateSigning docusign template

Resources

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

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