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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#2102 - Licence for DocuSign

Closed General Question created by daniel 4 years ago

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

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    4 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

    • daniel member avatar

      daniel

      4 years ago

      Thank's that very helpfull. Is the Basic API licence sufficant for the integration or is the Intermediate licence nessesary?

  2. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    4 years ago

    Hello Daniel,

    The Basic API Licence should work.

    Thanks & Regards, Team Urdhva Tech

  3. Nacho_Calvo member avatar

    9 months 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.

  4. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    9 months 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

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