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.

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Introduction

Introduction

A complete SuiteCRM and DocuSign integration which allows you to send the documents and templates for signature directly from SuiteCRM. DocuSign for SuiteCRM is an eSignature solution that integrates with SuiteCRM. With DocuSign you can send, sign and track agreements and approvals anytime, anywhere, and from any device. Integrated DocuSign and SuiteCRM, you can use SuiteCRM to generate a document based on information from modules in SuiteCRM that can be signed with DocuSign.

Track all the documents sent for signature with the intuitive DS Activities Dashboard which gives the instant update as the document gets viewed or signed.

The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Quotes and Contracts.

Getting started

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