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.
#2078 - DocuSign templates are not syncing
I followed all the steps given in installation guide. But there is no any template showing.
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"I had to leave a second review because the support has been so good throughout the entire implementation process. DocuSign itself isn't the easiest sy..." - ProMaster
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5 years ago
Hello Maharshi,
Thank you for showing interest in our addon. Have you created the Scheduler entries in crm? And make sure your cronjob executes. If you have any question feel free to ask. You can also get in touch with us over skype. Our skype id is urdhvatech
Thanks & Regards, Team Urdhva Tech
5 years ago
Yes I have created 2 scheduler entries and cronjob is working fine
5 years ago
Hello Maharshi,
Strange. It should not happen. Can you please come up on Skype so we can take a look.
Thanks & Regards, Team Urdhva Tech.
5 years ago
Hello,
My skype id is : khwaish.nagdev Email address : khwaish.nagdev@brainvire.com
Thanks!
5 years ago
Had a skype session, The templates on DocuSign did not exist. Creating Templates on DocuSign got in resolved. Closing the case, feel free to get in touch if you have any question.
Thanks & Regards, Team Urdhva Tech