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.
#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 multiple contacts, only uses a single contact. The workaround so far is to save the quote as PDF then from the DocuSign module Send doc for signature and select external file, this adds a lot of extra steps and takes much longer however. Is there a way to add multiple contacts from other modules? Without importing an external file?
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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 Fabian,
As per the CRM flow, the quote gets sent to the Contact record to the Quote Record. So, the Document is sent to the related contact only. Also, it parses the CRM PDF Template to add the Signature Field for the related contact. This is the default flow of the plugin. If you need changes or a customized solution, we can discuss over skype or email. Email : contact@urdhva-tech.com Skype: urdhvatech
Thanks & Regards, Team Urdhva Tech