DocuSign for SugarCRM
Close deals faster with DocuSign for SugarCRM.
DocuSign for SugarCRM helps sales users close more business more quickly. Your customers can sign contracts from any browser within minutes – and update CRM data at the same time.
Sending a contract or any other type of document for electronic signature is simple using the DocuSign for SugarCRM connector. Just click the “Send with DocuSign” button from an Opportunity, Account, Contract, or Quote object to send related documents to the appropriate recipients. Once a document is signed, it is automatically brought back onto the record as a signed PDF, and the status of the document’s progress is tracked the whole time.
If you have an existing account with DocuSign – all you have to do is enter in your credentials. If you’re new to DocuSign, sign up for a free trial account right from SugarCRM.
Key Features
- Send documents from any Opportunity, Account, Contract, or Quote object
- Track the status of documents
- Configure and customize to any business process using DocuSign APIs
Resources
Got Questions?
DocuSign for SugarCRM is built and supported by DocuSign, Inc. Contact DocuSign today at sales@docusign.com or 1.877.720.2040.
Compatibility Information
DocuSign for SugarCRM is designed to work with DocuSign accounts Workgroup or higher (Enterprise). DocuSign for SugarCRM is optimized for multiple users and advanced DocuSign features, and it is not intended to work with Personal, Professional, or Ink versions of the product. Users with any of those types of accounts can use those to sign documents coming from SugarCRM, but the connector itself is only supported for Workgroup and Enterprise subscriptions.
DocuSign for SugarCRM works with a variety of versions and Editions of SugarCRM. 6.3, 6.4, 6.5.x are all fully supported and tested on SugarCloud, CE, Professional, Corporate, Enterprise and Ultimate.
About the Partner
SugarCRM is the world's leading provider of open source customer relationship management (CRM) software. Over 7,000 customers and more than half a million users rely on SugarCRM to execute marketing programs, grow sales, retain customers and create custom business applications.
