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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#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

      a year 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

      a year 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

      a year 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

      a year 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

    a year ago

    Hi,

    We have sent you an email regarding this.

    Thanks & Regards, Team Urdhva Tech.

  4. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    a year ago

    Hi,

    You can also get in touch with on Skype. Our Skype id: urdhvatech

    Thanks & Regards, Team Urdhva Tech.

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  • Supported Versions
  • 7.8.0 to 7.14.4
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  • "We just finished testing the plugin and implementation went great, plugin does what it promises providing us with digital signatures without any troub..." - ss_removed_6

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