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 SuiteCRM
#2402 - Selecting Recipient when sending CRM PDF from Account
Is it possible to configure the send document for signature to either use a specific field on the partner record, or prompt for a contact to receive the PDF? At the moment, I believe it is sent to the email address in the email field on the Account only.
Thanks,
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"This is an absolutely excellent plugin! If you deal with documents, NDA's, contracts ect, this is an absolute must! And the vendor support is the best..." - KnowledgePoint Limited
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5 years ago
Hi Paul,
May I know from where you are trying to send the document? Accounts/contact/lead's detailview? Or directly from the Rightsignature module menu?
Based on this the previous, one will have their email address populated automatically, and the later one will give you the option to choose to whom you want to send the document (Account/Contact/Lead).
When you say Partner record, can you elaborate on which module is that? We can customize the existing one as per your business needs.
Feel free to get in touch with us over skype
Thanks and Regards, Team Urdhva Tech
5 years ago
Apologies we have renamed our Accounts module to Partner. We are presently running from the context menu on the Account. I will follow up with you by Skype next week. Best wishes. Richard
5 years ago
No worries, Will get the solution. Talk to you over skype next week. Have a nice weekend Richard.
Thanks & Regards, Team Urdhva Tech