SuagrCRM and Docusign Integration

Keep your business in the cloud and enhance your customer management process by closing deals faster with RT DocuSign. Sync documents between Sugar & DocuSign. You can configure and send multiple documents from Sugar, and your customers can sign documents using their DocuSign account from any browser or mobile device within minutes.

Maintain privacy by restricting access to users for your DocuSign account. Configure RT DocuSign to ‘Global’, allowing all Sugar users to access Admin’s DocuSign Account for sending documents for signature. You can configure RT DocuSign to ‘User’ , which makes sure that all Sugar users use their personal DocuSign accounts for sending and sharing documents with customers.

Relieve yourself of the hassle of physically sending contracts for signature. With RT DocuSign , you can upload and send multiple documents and PDFs to your customers. Along with the functionality to Add/Remove attached documents with Documents packet before send off. RT DocuSign integration feature works on Accounts, Contact, Opportunities and Leads modules. This integration also allows you to send PDF templates through modules for signature by letting you upload templates from the PDF manager module.

­ Get real time alerts on documents’ status changes from your Global
Sugar activity stream. Additionally track status changes from record and module level activity streams.