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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#4226 - Send DocuSign Template - problems with synchronizing the email message

Closed Bug? created by asc 2 years ago

The text block does not sync for all templates. For some, the old text remains despite the change on DocuSign side.

I have 8 Templates in DocuSign. With 6 out of 8 templates, it does not synchronize the e-mail message that is stored in DocuSign. The template settings are identical for all.

Can you help? See attached file: 2022-04-04_14-21-22.png

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Hello,

    Thanks for using our add-on. I believe there should not be any such issue. Can you please confirm the version of the plugin are you using? Let's connect via TV or Zoom.

    Thanks & Regards, Team Urdhva Tech.

  2. asc member avatar

    asc

    2 years ago

    I was able to solve the problem. With DocuSign you have to save the text twice. Once with the checkbox "E-Mail and language for each..." and then save again without the checkbox. Then it syncs cleanly.

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      2 years ago

      Glad to know it worked, Closing the case.

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  • Supported Versions
  • 7.8.0 to 7.14.4
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