DocuSign for SugarCRM

DocuSign for SugarCRM helps us shorten sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. DocuSign is an easy and fast way to get documents signed. The process is simple: fill out a form and sign it with mobile signatures, typed signatures, handwritten mouse signatures and more. Provide the names and emails of signers. Customize the data collection fields and send an email to all parties. They can also sign on your website. Signers are guided how to sign and they can do it using their iPhone or iPad. Thus, you can create a legally binding contract and safely store it in your archive.

The SugarCRM 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.

Track all the documents sent for signature with the intutive DS-Activities Dashboard with gives the instant update as the document gets viewed or signed.

The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Users/Quotes and Contracts.


A complete SugarCRM and DocuSign integration

Allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached to the corresponding SugarCRM records. The signed documents are returned to SugarCRM and attached to the document envelope.

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 SugarCRM PDF templates with signature box placeholder for 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 Chart dashlet lets you view at a glance the documents in its various stages (Sent for signature / Signed / Declined / Void)

CRM Modules supported

The DocuSign and SugarCRM integration allows documents to be sent out to Accounts, Contacts, Leads, Prospects, Quotes & Contracts modules. The signed documents gets saved as an Notes attachment, which is related to 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 gets 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 accessibiliy.

Get it from DocuSign integration from SugarOutfitters

DocuSign Benefits & Features

  •  Intelligent template recognition

  •  Field mapping: merge data from and to supported modules

  •  Easily add documents, recipients, messages and more by automatically pulling from SugarCRM or leveraging DS templates

  •  Industry leading tagging screen with options for bi-directional data feed

  •  Use data collected to optimize your team's SugarCRM experience

  •  Boost the efficiency of your business and save the environment

  •  Provide a professional approach to the process of document execution

  •  Embed interactive signature into your documents

  •  Reduce your execution time to just minutes

  •  Store all the signed documents in a single, safe location

  •  Track your signers’ progress in real time

DocuSign supported fields for mapping

Urdhva Tech SugarCRM Code partner
SugarCRM Integration partner - Urdhva Tech
Get it from DocuSign integration from SugarOutfitters