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.
#4687 - Docmerge
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?
2 years ago