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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#3932 - Mapping Required

Closed Feature created by nexus_mp Verified Purchase 2 years ago

I wanted to know if it was possible to make the choice of mapping mandatory Thanks

  1. nexus_mp member avatar

    nexus_mp Verified Purchase

    2 years ago

    Immagine 2021-10-27 184139.png

  2. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    We have kept it generalized for the user to choose if they want or do not want to map data for sending. This totally depends on the business needs, where if you always want mapping to be mandatory we need to do some customization for that.

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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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