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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#4349 - What type of plans do I need

Closed General Question created by GBlack 2 years ago

What type of plan(s) do I need to make this work? Starter Developer Plan and a Standard eSignature Plan work or do I need the Business Pro?

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    2 years ago

    Hi,

    Thank you for getting in touch with us. You will require the Basic API License. Only one user license is required. From the CRM all the users will be able to send the document based on the access you have set. And all documents will be sent via the configured DocuSign Account. Any plan starter or intermediate plan will also work. https://www.docusign.com/products-and-pricing/api-plans

    Thanks & Regards, Team Urdhva Tech

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  • Supported Versions
  • 7.8.0 to 7.14.4
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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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