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.
#4667 - Connection to Docusign
The interface does not match the one shown in the installation video.
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"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
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a year ago
Hi, I am not sure which video you are looking at, Below is the list of URLs for documentation
https://www.youtube.com/watch?v=5-bEVFpO90A https://store.suitecrm.com/docs/docusign
https://www.urdhva-tech.com/docusign-suitecrm-user-guide https://www.urdhva-tech.com/docusign-suitecrm-installation-guide
Please let me know if you need any assistance in setting it up or using.
Thanks, Team Urdhva Tech
a year ago
I am watching the youtube video. My docusign interface on suitecrm gives me the option to "sign in with docusign" and then redirects me to a blank suitecrm screen instead of docusign.
a year ago
There can be many reasons to it why you are got being redirected to the Docusign when trying to Sign in.
Please go through the below URL of installation guide, Pleas make sure you have created the App and integration keys, Secrect key. Also please make sure of the Redirect URIs you enter is correct as per your CRM. And in CRM please make sure that your site_url is correct.
I am pretty sure this will get things up and running. However if it doesnt, Please get in touch with us, Over skype, we might need to have a meeting where I can walk you through. our skype id: urdhvatech
Thanks, Team Urdhva Tech
a year ago
There is not option for me to enter a site_url on the crm.
a year ago
It will be in the config_override.php on the root of the CRM folder. Also, I forgot to share the link in my previous reply. please find it below https://www.urdhva-tech.com/docusign-suitecrm-installation-guide
Thanks, Team Urdhva Tech
a year ago
sorry, config.php