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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#4687 - Docmerge

Closed General Question created by Marco Moen 2 years ago

Hello, how does this solution work with Docmerge? We generate a document in SugarCRM with Docmerge and then want to submit it to the customer for signature. What does the flow look like? And with this situation, is there still the possibility of offering options that are then processed again in Sugarcrm?

urdhvatech
2 years ago

Hello,

Thanks for using our add-on. Currently you can generate a document from Doc Merge and save it on your local computer. Then from SugarCRM, Send it for signature via Docusign's "Send External File" feature.

I have attached the screenshot for your reference.

Thanks & Regards, Team Urdhva Tech.

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