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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#3762 - Setting contracts

Closed Feature created by nexus_mp Verified Purchase 2 years ago

Hello, helpDesk.jpg I wanted to know if this functionality was possible.

From Accounts clicking on the "SEND DOC FOR SIGNATURE" button opens the panel to send the document, is it possible to set the values ​​as shown in the image? Thank you

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Hello Michele,

    Thanks for using our add-on. It is possible via some customizations. You can get in touch with us on Skype. Our Skype id: urdhvatech

    Thanks & Regards, Team Urdhva Tech.

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  • Supported Versions
  • 7.8.0 to 7.14.2
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