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.
#4829 - EMAIL from TEMPLATE
Hi, the email inserted in the template is not reported in the CRM at the time of creation of the document. Is this a bug? Is it not planned? Thank you
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a year ago
If you are using the Docusign template and using the Docusign mapping for that module in CRM. the Email address can be parsed on the Document for signature as well as, when it is updated during sign, It will sync in CRM as well.
Thanks & Regards, Team Urdhva Tech
a year ago
Hi, the email is not a field of template but a adressee of docusign documento (like image bug and bug2)
a year ago
a year ago
a year ago
Thanks for drawing our attention to this, We have added this change now. You can download the new version of the integration from the Store, which has these changes included. You may need to uninstall it and re-install the new one.
Or if you want I can simply provide a file that you have to replace on your server. Please get in touch with me over Skype: urdhvatech or email: contact@urdhva-tech.com
Thanks & Regards, Team Urdhva Tech
a year ago
Yes i prefer file, we have an your custom personalization and i don't delete this with a new install Tks
a year ago
I have sent you an email yesterday with the changes attached. Please let me know how it goes.
Thanks & Regards, Team Urdhva Tech