eSign-RightSignature

by Urdhva Tech

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

Includes a 30 day guarantee
Try it Now

#503 - Sending a Quote for signature

Closed Bug? created by darrenhollick 7 years ago

I'm not sure what I'm experiencing is a bug or if I just don't know how this is supposed to work but either way I'm stuck. When I'm making a quote and I have finished putting in all the information I save it and then from the actions menu I choose "Send Doc for signature" which opens a popup asking to choose a "Sending Type" from a drop down which only has one option (Send CRM PDF Template). There is only button on the screen which is the "Close" button. After selecting a sending type and clicking close nothing happens and I checked the javascript console and there are no errors. Am I missing something or is it not behaving correctly?

  1. urdhvatech member avatar

    Urdhva Tech Provider Affiliate

    7 years ago

    Hello Darren,

    We have just sent an email to you, Please get in touch with us so that we can address it quickly.

    Thanks, Team Urdhva Tech

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 7.14.4
Rating

  • "This plugin is great! Send and manage signatures really easily inside SuiteCRM. Even better, the developers are great at customising the plugin for your specific needs. We can now send 1 document from an Account, dictate & manage 3 Contact signatures all from SuiteCRM!"

    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

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

Sync Contacts between SuiteCRM and Contactually

Automatically sync back and forth between Contactually and SuiteCRM with this two-way contacts sync. Whenever you create a contact in SuiteCRM it will create a contact in Contactually and vice versa.

Labs
Integrations Productivity eSignature e-signature RightSignature Document Sign