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 |
|---|---|---|---|
| #5516 Add-On Renewal - Good morning, we are requesting a refund of the DocuSign Integration component that was automatica | supporto2 | Closed | General Question |
| #5462 DocuSign AP Changes - September 2024 - DocuSign has some API changes coming at the end of September 2024. Will this break the current plugi | ProMaster | Closed | General Question |
| #5332 Error 500 when switching to production environment - I am stuck in final step to get the integration in production. The configured redirect url return | adam | Closed | General Question |
| #5010 Getting PHP Fatal Error when sending document for signature - getting following exception when trying to send a document for signature: PHP Fatal error: Uncau | florian | Closed | Bug? |
| #4829 EMAIL from TEMPLATE - Hi, the email inserted in the template is not reported in the CRM at the time of creation of the doc | nexus_mp | Closed | Bug? |
| #4820 Compatibility 8.2 - Hi, is compatibility with the new version 8.2 of SuiteCRM provided? If yes in what time ? Than | nexus_mp | Closed | General Question |
| #4798 Docusigne UniversalSignaturePen_OpenTrust_Hash_TSP - Hi i need to send this signatureProviderName / signatureProviderOptions I can Do this ? { 19 | Direzione Finexpert ITALIA | Closed | General Question |
| #4789 Select signe type sms - Hi, i need to select type of signature when the envelop is set o customer Type Of Signature is DS | Direzione Finexpert ITALIA | Closed | Feature |
| #4784 Error retrieving record. - The DocuSign integration was not sending so I was looking and found I was on version 1.9. I upgraded | jasonbunch | Closed | Bug? |
| #4777 Docusigne retirive template error in Production - Hi i have this error when i SYNCHRONIZE template in Production Error while requesting server, re | Direzione Finexpert ITALIA | Closed | Bug? |
| #4667 Connection to Docusign - The interface does not match the one shown in the installation video. | trum0o91 | Closed | Installation |
| #4661 Cancel and refund - I need to cancel this and grt a refund. This was not suppose to be active anymore. | rockyp | Closed | General Question |
| #4523 instulation issue - Dear Support, Please note that this issue will appear when you install Docusign in my CRM organizat | Closed | General Question | |
| #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, : 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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"I had a slow go with the installation because I am new to SuiteCRM and this was the first module I have ever installed. I received excellent support v..." - jasonbunch
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