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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#3670 - Adding Multiple documents to one Docusign

Closed Feature created by rockyp 3 years ago

Are you able to add multiple documents to be sent via a single docusign through this?

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hi,

    Not at the moment, But it can be customized to fit your need. Can you explain where you would like to have multiple document sending options to be available ? At the moment, there are different ways to send for signature.

    • Directly from Docusign module -> Send Doc for Signature, by choosing Sending Type (Send Docusign Template, Send External File).
    • From a Records(Account/Contact/Lead/Quote) DetailView -> Send Doc for Signature -> Sending type (CRM PDF Template, Send Docusign Template, Send External File).

    Thanks & Regards, Team Urdhva Tech

    • rockyp member avatar

      rockyp

      3 years ago

      Thank you for the response. Directly from the Docusign Module.

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      3 years ago

      Great, I can get this customized for you. Please reach me at contact@urdhva-tech.com or skype: urdhvatech

      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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