Docusign Integration

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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#3551 - How to get the signed document attached to an opportuinity

Closed Feature created by rockyp 3 years ago

Is there a way to get the signed doc attached to the opportuinity?

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hi, By default, the opportunity module is not supported, But if you wish to have a sign from the opportunity module we can make additional customizations as per your needs. Please reach us over email or skype: urdhvatech

    Thanks & Regards, Team Urdhva Tech

    • rockyp member avatar

      rockyp

      3 years ago

      What is your email?

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      3 years ago

      our email address is contact@urdhva-tech.com

      Thanks & Regards, Team Urdhva Tech

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  • Supported Versions
  • 7.8.0 to 7.14.4
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  • "So far so good! I had an image issue and support was amazing. This add-on provides multiple methods of getting documents signed via Docusign so very ..." - pmclachlan

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