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

#4789 - Select signe type sms

Closed Feature created by Direzione Finexpert ITALIA Verified Purchase a year ago

Hi, i need to select type of signature when the envelop is set o customer Type Of Signature is DS EU Adv with Phone Number of customer for signe by OTP I thank you in advance

Screenshot 2023-03-29 154028.png

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    a year ago

    That option is not available,

    Thanks & Regards Team Urdhva Tech

    • nexus_mp member avatar

      nexus_mp Verified Purchase

      11 months ago

      If we request ? Can you quantify a cost?

  2. direzione1 member avatar

    Direzione Finexpert ITALIA Verified Purchase

    a year ago

    Good evening, but in this way the form is completely useless for us

    • nexus_mp member avatar

      nexus_mp Verified Purchase

      11 months ago

      This option is now important for us too, do you plan to implement it soon? If we request ? Can you quantify a cost?

    • urdhvatech member avatar

      Urdhva Tech Provider Affiliate

      11 months ago

      Hi, I will pass this on to the Dev to check for feasibility. You may get in touch with us over skype or email.

      Thanks Team Urdhva Tech

    • direzione1 member avatar

      Direzione Finexpert ITALIA Verified Purchase

      5 months ago

      good evening, is there any news regarding this function? this is the use of digital signature with O.T.P. sent via Docusign SMS

  3. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    5 months ago

    Hi,

    We have sent you an email regarding this.

    Thanks & Regards, Team Urdhva Tech.

  4. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    5 months ago

    Hi,

    You can also get in touch with on Skype. Our Skype id: 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 7.14.2
Read Our Review
Rating

  • "Great add-on for anyone looking to use DocuSign platform for their signature process. Support is very helpful, fast and pleasant. The only thing that ..." - itglaafs

    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