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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Alert Messages
Help users get alerted and stay well-informed when something has changed in your CRM system. The Alert Messages add-on for SuiteCRM provides notifications to users via an Alert button when changes for a selected module are made, according to your specific parameters.
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vProjects
vProjects integrated with SuiteCRM offers an effective way to manage your projects online. It includes impressive features like an interactive GANTT editor, export to Microsoft Project, and much more.
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