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.

Includes a 30 day guarantee
Try it Now

#3641 - Integration with custom Module

Closed General Question created by pmclachlan 2 years ago

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

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 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

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.8.0 to 7.14.2
Read Our Review
Rating

  • "I had a slow go with the installation because I am new to SuiteCRM and this was the first module I have ever installed. I received excellent support v..." - jasonbunch

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

E-Signature

Electronic signatures provide a binding way to authenticate a document. It can also be quite the process to attach an encoded signature to an electronic document. We have simplified this in SuiteCRM with an easy-to-use electronic signature capture and embed tool. No need for any external signing sof...

Rating

eSign-RightSignature

eSign-RightSignature a complete SuiteCRM and RightSignature integration which allows you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online. Track status of each RightSignature document sent via Sui...

Rating
Featured
Administration Productivity Sales Integrations eSignature e-signature docusign signature