by Urdhva Tech

A complete SuiteCRM and Docusign integration which allows us to quickly pull data from SuiteCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SuiteCRM. The signed document's fields are then returned to SuiteCRM and attached to the corresponding SuiteCRM records. The signed documents are returned to SuiteCRM and attached to the document envelope.

Includes a 30 day guarantee
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gave this add-on Add-on Rating stars.

Review:

Great add-on for anyone looking to use DocuSign platform for their signature process. Support is very helpful, fast and pleasant. The only thing that I think should be worth upgrading is enabling multiple accounts switching in one SuiteCRM instance just as DocuSign has multiple branding for one account that you can enable. In this way you could use many entities or companies within one CRM system.

Rating
  • "I had a slow go with the installation because I am new to SuiteCRM and this was the first module I have ever installed. I received excellent support v..." - jasonbunch

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