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

#3879 - unable to pass oath2 config with new Docusign plugin v3.0 when going live on Docusign

Closed Bug? created by jeff4 3 years ago

We installed the new software (v3.0 in SuiteCRM) and followed install instructions - but when requesting 'subiit for review' in our developer account at Docusign - they indicated: Review failed Use OAuth 2.0 authentication.

https://snipboard.io/0LzQcE.jpg

new config settings in SuiteCRM admin after installing the new version of Plugin (3.0) https://snipboard.io/tfPM5T.jpg

please help

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    3 years ago

    Hi Jeff,

    Before submitting it for review for production. Please first make few(20-30) calls using the Demo environment. If you need any instant assistance or discuss, please reach us on skype, our skype id is: urdhvatech

    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

  • "I had to leave a second review because the support has been so good throughout the entire implementation process. DocuSign itself isn't the easiest sy..." - ProMaster

    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

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

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
Administration Productivity Sales Integrations eSignature e-signature docusign signature