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.
- 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