DocuSign

A complete SugarCRM and Docusign integration which allows us to quickly pull data from SugarCRM modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarCRM. The signed document's fields are then returned to SugarCRM and attached to the corresponding SugarCRM records. The signed documents are returned to SugarCRM and attached to the document envelope.

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#4353 - Send Doc for Signature - not working

Closed Bug? created by Vincent 4 years ago

Hi, I've just started to test this and everything seems to be working fine so far, apart from the Send Doc for signature option within any of the Sugar modules; Accounts/Contacts/Leads/Quotes I have a demo session with my customer tomorrow morning, so would be great if you could contact me and fix please? My demo instance is using standard Sugar v9.3