Using this complete SuiteCRM and Adobe Acrobat Sign integration, you can quickly pull data from key modules (Account, Quote, Contract and more) and send it out for signature directly from SuiteCRM. Signed documents are then returned to SuiteCRM and attached to the document envelope of the corresponding records.
Release Notes
[Version 1.0]
- Adobe Acrobat Sign multi-account support
- Upgrade Safe.
- Browse and send a document from the local system
- Get Adobe Acrobat Sign templates in SuiteCRM through the scheduler.
- Send SuiteCRM PDF templates
- Adobe Sign field mapping configuration allows mapping the Adobe Sign template fields to the SuiteCRM module fields
- Synchronize bi-directional fields, Sync from SuiteCRM to Adobe Sign and Adobe Sign to SuiteCRM
- Signed document gets saved as a Notes Attachment in Adobe Sign which is related to the document envelope.
[Version 2.0]
- Enhancement: Allow AdobeSign Template and External File options to Quotes and Contracts module.
- Enhancement: Allow relate fields into Adobe Mapping. Relate fields will work only from CRM to AdobeSign.
[Version 3.0]
- Enhancement: Format currency fields to 2 Decimal points.
- Enhancement: Prevent Status update if it is in same state.
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