E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SuiteCRM and map fields between your docs and SuiteCRM fields.
Highlevel Overview
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.
Utilize DocuSign Templates
Right from within SuiteCRM access your DocuSign templates and send to any accounts, contacts, leads, prospects, quotes, or contracts.
Field Mapping
Map your fields between SuiteCRM and DocuSign.
To learn more about this solution go to DocuSign or search for "docusign".
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Add Tag
Add Tag is a SuiteCRM add-on that enables users to apply helpful tags on records to better manage large tasks in the CRM. Choose to tag records one by one or by the bulk action feature. Use the report tool to apply a filter and segment records per tag of your choice.
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Sudo Login
Now you can check your team’s work without disturbing them. Sudo Login for SuiteCRM enables Admin users to log in to any of their team members’ CRM accounts without asking for the credentials or causing disruption to productivity.
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