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.
#3506 - Template Sync not working
Hi,
I have created a template in docusign that is not syncing to my CRM instance. Whenever I go to the docusign field mapping section i just says there are not templates. My template only has fields on it which can be mapped to the CRM.
My scheduler is currently running (I had to create it manually!!!) and it is not failing from any errors, when I manually sync it does this with no errors as well.
My instance of suite-crm seems to be connected to docusign properly as I can send out documents from the CRM.
Thanks!
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"Great product and great service. Works as advertised and the guys from Urvatech are supre responsive to any questions." - daniel
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3 years ago
In that case, I assume that there has to be some file permission or ownership issues. Which would not let the javascript function execute and hence no template shown. Can you please check for it? You may also get in touch with us over skype: urdhvatech It would be best if you contact us with the necessary filesystem access, we can resolve the issue quickly.
Thanks & Regards, Team Urdhva Tech
3 years ago
Teamviewer will be possible. No Skype. Thanks
3 years ago
Ok please email me at contact@urdhva-tech.com