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.
#2102 - Licence for DocuSign
Hi,
in was wondering what kind of a licence we would need to purchase at the Docusign end? Normal User licence or API licence? And how many users licences (Not all CRM users need to have access to this feature)?
Thanks for your help.
Daniel
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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 Daniel,
You will require the API License. Only one user license is required. From the CRM all the users will be able to send the document based on the access you have set. And all documents will be send via the configured DocuSign Account.
Thanks & Regards, Team Urdhva Tech
5 years ago
Thank's that very helpfull. Is the Basic API licence sufficant for the integration or is the Intermediate licence nessesary?
5 years ago
Hello Daniel,
The Basic API Licence should work.
Thanks & Regards, Team Urdhva Tech
a year ago
Hi! We want to add this plugin to our CRM. We have tlaked to Docusign and they don¡t know how many "envelops" (sended documents to sign toguether) are included on user this licence, I have realised that we will have just one user on our CRM sending documents so if you can tell me more about how many documents we will be able to send every year it would be wonderful.
a year ago
The number of document sending per yer are depended on the Plan you choose. Please see the below link that may help.
https://www.docusign.com/products-and-pricing/api-plans
Thanks & Regards, Team Urdhva Tech