We’re thrilled to announce the launch of DocuSign for Sugar 7 – the first ISV application built specifically for the Sugar 7 platform!
The Sugar 7 platform offers many new features that help us build a connector designed specifically for today’s sales executive who is mobile and needs to stay connected. In building our integration, we used the new REST API as well as the UI “dashlet” functionality to allow users the flexibility to incorporate DocuSign into almost any workflow or business process.
Docusign for Sugar 7 can be used with all editions of Sugar and is now available on SugarExchange and SugarForge, as well as the DocuSign Partner Solutions Showcase. The connector is free to download and can be used with an Enterprise or Business edition of DocuSign. Current DocuSign customers can log in with their existing credentials, and new DocuSign customers can get started with a free trial from Sugar 7.
Sugar 7’s enhanced UI allows DocuSign for Sugar 7 users to drag and drop the DocuSign dashlet onto any object; these objects include: Accounts, Contacts, Leads, Opportunities, and custom objects.
From the DocuSign dashlet, you can send a contract or any other document for signature directly from Sugar 7 by clicking the “Send with DocuSign” button. This brings up the familiar DocuSign console so you can leverage the simple tagging palette that you know and love – all from within Sugar 7!
The DocuSign dashlet displays all of the DocuSign envelope statuses in both a chart and a table view. This gives you a big picture view of the status of your contracts and other important documents sent from Sugar.
DocuSign Updates in the Collaboration Panel
We have also incorporated DocuSign updates onto the collaboration panel activity feed so that you have real-time visibility into the status of your documents. The feed updates every time a document has been sent or signed and returned to you, so you always know where your document is at any time.
Take advantage of all Sugar 7 and DocuSign have to offer by downloading DocuSign for Sugar 7 for free from Sugar Exchange, SugarForge or the DocuSign Partner Solutions Showcase. Remember, if you don’t have a DocuSign account, you can sign up for a free trial with 50 free envelops directly from within Sugar 7. If you already have a DocuSign account, you can connect it to Sugar by entering your credentials.
I would like to give a huge shout out to the amazing development team that worked hard to make this product a reality. If you have any feedback, please feel free to leave a comment below – we would love to hear from you.