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.
#3375 - Multiple users
How do i configure this for multiple users? I am trying to get it to send the signed contract to the person that sent it and right now it just goes to me everytime.
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"Good plugin, easy to setup had small issue that was my fault, they were very quick to respond and help" - dfraser95
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3 years ago
Hi,
The integration supports only one DocuSign user from which you can send the document for signature. From CRM any user can send a doc for signature using that DocuSign user credentials. However, as per your requirement, you can add a CRM user as a 'cc' while sending the document for signature. The cc person will receive the email with an attachment of the signed contract.
Let me know if you need any help in getting that setup. You can also get in touch with us over skype: urdhvatech
Thanks & Regards, Team Urdhva Tech