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.
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 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.
DocuSign Benefits & Features
DocuSign supported fields for mapping
Installation guide - or - User guide