DocuSign for Sugar 6.x

Close deals faster with DocuSign for Sugar 6.x.

DocuSign for Sugar 6.x 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 Sugar 6.x 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 Sugar.

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 Sugar 6.x is built and supported by DocuSign, Inc. Contact DocuSign today at sales@docusign.com or 1.877.720.2040.

Compatibility Information

DocuSign for Sugar 6.x is designed to work with Business or Enterprise DocuSign accounts. DocuSign for Sugar 6.x 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 Sugar, but the connector itself is only supported for Workgroup and Enterprise subscriptions.

DocuSign for Sugar 6.x works with a variety of versions and Editions of Sugar.  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.

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