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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#4642 - Mail sent only with the Mapping fields, the other fields like FullName and Signature did not appear in the Document

Closed Bug? created by LaabidiZ 2 years ago
after installing on the Sugar 11.0.2 version, eine Test Version in Developer DocuSign is created. a DocuSign template is created with the fields changed in DataLabel. in Sugar the templates von DocuSign are fetched . I created a DocuSign Mapping in Sugar (CRM_TO_DocuSign and DocuSign_To_CRM) with the appropriate field I created a DocuSign Bean by choosing the appoopriate Template and the appropriate mapping, I also choose contact1 from the Contact Module and Contact2 from the User Module. at the end the Contact1 of the Sugar receives Email only with the fields which are in the mapping, for example the Signature and the FullName and Date_Signature is not found. and if I add both contacts in the Template, then two Emails will be sent (one for Sugar contact1 which only contains the mapping fields and another for DocuSign contact1 which has nothing to do with the Sugar mapping.)
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