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.
#3641 - Integration with custom Module
Is there a way to get full functionality of this add-on in a custom module? By adding a relationship, I can get the banner at the bottom of my module with the ability to create and send, but it doesn't track status within the module.
Thanks, Phil
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"We just finished testing the plugin and implementation went great, plugin does what it promises providing us with digital signatures without any troub..." - ss_removed_6
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3 years ago
Hi,
Customization will be required to support the custom module. As for different modules the recipients are chosen in a different way. So for the custom module, it will not fit the fix by default. But certainly, with customization, it will be possible. You may reach us over email or skype with specific needs and we can address them.
Thanks & Regards, Team Urdhva Tech