DocuSign

by urdhvatech

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

  1. urdhvatech-primary-contact member avatar

    urdhvatech

    4 years ago

  2. urdhvatech-primary-contact member avatar

    urdhvatech

    4 years ago

  3. pietro.sacchi member avatar

    pietro.sacchi

    4 years ago

  4. urdhvatech-primary-contact member avatar

    urdhvatech

    4 years ago

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  • SugarCRM Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions
  • 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 6.7, 6.5

    This Add-On doesn't support the latest Sugar version!

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Administration Integrations Productivity Sales eSignature e-signature docusign signature