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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Suite-SMS
Introducing Suite-SMS, your all-in-one solution for seamless text messaging integration with Twilio and SuiteCRM! With Suite-SMS, enjoy unparalleled messaging efficiency. Managing your contacts and staying connected has never been more convenient.
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Prevent Concurrent Login
Add an additional layer of security by allowing only one person to log in as a user at a time. Prevent multiple users from using the same credentials at the same time. The user previously logged in will be logged out automatically and be prompted with a message.
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