PDF TEMPLATES

PDF templates

Send PDF templates as documents through Accounts, Contacts, and Leads for signature.

MANAGE DOC PACKET­

TRACK ENVELOPE STATUS

View Document Envelope status from inside the DocuSign module.

About RT Docusign

Sugar plugin that helps you close business deals faster and in a better way by bridging the gap between

SugarCRM and DocuSign

Send your contracts and have them signed by your customers from any browser or mobile device within minutes.

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Features

SugarCRM & DocuSign Sync­

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

Streamline DocuSign Activity

With the RT DocuSign plugin, all CRM users use the same DocuSign account to send documents for signature. The streamlined DocuSign activity allows the administrator to stay on top of all the communication between clients and the sales team.

Send Documents & PDF templates for signature

Relieve yourself of the hassle of physically sending contracts for signature. With RT DocuSign, you can upload and send documents and PDFs to your customers from within SugarCRM. RT DocuSign integration feature works on Accounts, Contact, and Leads modules. In addition to standard PDF documents, this integration also allows you to send PDF templates through modules for signature by letting you select templates from the PDF template module.

PDF format

Sales personnel can take electronic signatures from customers and store the signed documents as PDF in their relevant modules.

pricing

MONTHLY PLAN

$99

per instance, monthly

(30-days trial)

On-Site/On-Demand

  • Support included
  • License for one production Sugar instance
  • Works with these editions:
    • Professional
  • Works with versions 8.x.x to 9.0

YEARLY PLAN

$990

per instance, yearly

(30-days trial)

On-Site/On-Demand

  • Support included
  • License for one production Sugar instance
  • Works with these editions:
    • Professional
  • Works with versions 8.x.x to 9.0

* All purchases come with a 30-day money back guarantee. We’ve tested and stand behind everything.
* We also offer one time purchase.

Documentation

SugarCRM

DOCUMENTATION FOR SUGAR 8 AND 9

DOCUMENTATION FOR SUITECRM

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