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

#3826 - oAuth2 settings required for live operation - How to do?

Closed General Question created by asc 3 years ago

We use the plugin version 2.0 and DocuSign informs us that we have to switch to oAuth 2.0. How does this have to be configured for live operation? I can't find anything in the documentation.

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hi,

    It has come to our attention regarding DocuSign API 2.1 will support oAuth 2.0 from now on. Please be rest assured, Our team is working on it, and mostly by 15th to 20th September we will release the new version of the addon.

    Thanks & Regards, Team Urdhva Tech

  2. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hello,

    We have released the latest version SuiteCRMDocuSign[3.0] which is working with the oAuth 2.0. Please download the latest version and install it. While uninstalling the previous version please select the "Do Not Remove Tables" otherwise all your records will be removed from the CRM system.

    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 7.14.4
Read Our Review
Rating

  • "Great add-on for anyone looking to use DocuSign platform for their signature process. Support is very helpful, fast and pleasant. The only thing that ..." - itglaafs

    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