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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Support Cases Author Status Type
#4359 compatible with SuiteCRM ver 7.12 - Hi is this Integration compatible with SuiteCRM ver 7.12 RiaanBez Closed General Question
#4349 What type of plans do I need - What type of plan(s) do I need to make this work? Starter Developer Plan and a Standard eSignature GBlack Closed General Question
#4305 Documents no longer uploading into CRM - When trying to open attatchmenet - error message "Invalid File Reference" pops up. rockyp Closed Bug?
#4226 Send DocuSign Template - problems with synchronizing the email message - The text block does not sync for all templates. For some, the old text remains despite the change on asc Closed Bug?
#4136 Autentication oAuth2 - Hi, we purchased your DocuSigne Add-On and we successfully tested it in demo. Now we have to go in nexus_mp Closed General Question
#4063 SMS Delivery for Electronic Signatures - Hi, we have the DocuSign plugin and I would like to know if it works with the DocuSign "Delivery f Credge Closed General Question
#3932 Mapping Required - I wanted to know if it was possible to make the choice of mapping mandatory Thanks nexus_mp Closed Feature
#3879 unable to pass oath2 config with new Docusign plugin v3.0 when going live on Docusign - We installed the new software (v3.0 in SuiteCRM) and followed install instructions - but when reques jeff4 Closed Bug?
#3827 oAuth2 settings required for live operation - How to do? - We use the plugin version 2.0 and DocuSign informs us that we have to switch to oAuth 2.0. How does asc Closed General Question
#3826 oAuth2 settings required for live operation - How to do? - We use the plugin version 2.0 and DocuSign informs us that we have to switch to oAuth 2.0. How does asc Closed General Question
#3825 {DS BOX} variable in PDF Template is not removed from PDF document in Docusign - Hello, I may have missed the direction, but i am getting the {DS BOX} variable in the PDF Signatu mta Closed General Question
#3824 Does the 'Update Status' trigger automatically or is it only manual on Docusign record - Hello, We have sent a contract out from CRM to Docusign using the 'Send Contract for Signing' but mta Closed General Question
#3762 Setting contracts - Hello, ![helpDesk.jpg](https://store.suitecrm.com/assets/img/support/docusign/f69601e4f5d3cbb3f9ae1 nexus_mp Closed Feature
#3670 Adding Multiple documents to one Docusign - Are you able to add multiple documents to be sent via a single docusign through this? rockyp Closed Feature
#3641 Integration with custom Module - Is there a way to get full functionality of this add-on in a custom module? By adding a relationshi pmclachlan Closed General Question
#3640 License key not validating - While validating the key, it shows error as below: Error: SugarOutfitters_API::call(): Unable to Brainvire Infotech Pvt. Ltd Closed Installation
#3551 How to get the signed document attached to an opportuinity - Is there a way to get the signed doc attached to the opportuinity? rockyp Closed Feature
#3546 Can't get integration key to go live with Docusign because of polling issues with the APi - Currently trying to get the Integration key from Docusign into live from demo and they keep rejectin rockyp Closed Bug?
#3506 Template Sync not working - Hi, I have created a template in docusign that is not syncing to my CRM instance. Whenever I go t asc Closed Bug?
#3388 error Message - Started getting this error message this morning. [400] Error connecting to the API (https://demo rockyp Closed Bug?
#3375 Multiple users - How do i configure this for multiple users? I am trying to get it to send the signed contract to th rockyp Closed Feature
#3187 Can't get templates to sync - Hello I have created a template in docusign that is not syncing to my CRM instance. Whenever I g dfraser95 Closed Bug?
#3144 Template not fetching Mappings - Hi I am setting up my Suitecrm Docusign integration I have setup a template and labels but it wont RiaanBez Closed Bug?
#2766 Install & Configuration - Hi. I just installed the add on in my SuiteCRM instance, ran a repair, added the license key. I also kinetix Closed General Question
#2425 IT APPEARS THERE'S NO SUPPORT FOR THIS ADD-ON? - Why has no one responded to my support request? pmclachlan Closed Bug?
#2418 Letterhead image in pdf template is only red x in docusign - I have our letterhead image embedded in our PDF template that gets sent to docusign. When you open pmclachlan Closed Bug?
#2279 Require multiple signatures from Quotes module - From the quotes module we select Send doc for signlature and it doesn't give me the option to add mu fabiangarcia Closed General Question
#2183 Undefined Index - When running cron.php manually when it runs the 'Update DocuSign document status' task, I get a PHP sunfinity Closed Bug?
#2182 Recipient Authentication - I have a basic API docusign plan, I have passed their sandbox test and have my production working wi sunfinity Closed General Question
#2139 Tons of temp and deleted files - I have your plugin installed on a suitecrm sandbox. I created only 2 maybe 3 leads with some docusi sunfinity Closed General Question
#2102 Licence for DocuSign - Hi, in was wondering what kind of a licence we would need to purchase at the Docusign end? Normal daniel Closed General Question
#2078 DocuSign templates are not syncing - I followed all the steps given in installation guide. But there is no any template showing. Maharshi Closed General Question
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