Description
DocuSign for SuiteCRM helps us shorten sales cycles, increase close rates, increase productivity, and reduce paper waste, resulting in savings of time. DocuSign is an easy and fast way to get documents signed. The process is simple: fill out a form and sign it with mobile signatures, typed signatures, handwritten mouse signatures and more. Provide the names and emails of signers. Customize the data collection fields and send an email to all parties. They can also sign on your website. Signers are guided how to sign and they can do it using their iPhone or iPad. Thus, you can create a legally binding contract and safely store it in your archive.
The SuiteCRM and DocuSign integration allow you to send the documents and templates for signature directly from CRM. Send your Contracts, NDAs, Agreements and have them signed by your customers online.
Track all the documents sent for signature with the intuitive DS-Activities Dashboard which gives the instant update as the document gets viewed or signed.
The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Users/Quotes and Contracts.
Options to send the document for signature from SuiteCRM
- Browse and send a document from Local System
- Get DocuSign templates in SuiteCRM and send it for signature
- Send SuiteCRM PDF templates
The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects/Quotes and Contracts modules of SuiteCRM.
Benefits of DocuSign & SuiteCRM Integration
- Intelligent template recognition
- Field mapping: merge data from and to supported modules
- Easily add documents, recipients, messages and more by automatically pulling from SuiteCRM or leveraging DS templates
- Industry-leading tagging screen with options for bi-directional data feed
- Use data collected to optimize your team’s SuiteCRM experience
- Boost the efficiency of your business and save the environment
- Provide a professional approach to the process of document execution
- Embed interactive signature into your documents
- Reduce your execution time to just minutes
- Store all the signed documents in a single, safe location
- Track your signers’ progress in real time
DocuSign Fields Mapping and Supported field types
Textbox, Checkbox, Radio, SSN, Email, Numbers, Letters, Date, ZIP+4, ZIP
Note : “Dropdown” is not supported, as DocuSign Registered API Library fails when a dropdown is placed on the template
jasonbunch – 2:21 pm December 4th, 2020 –
I had a slow go with the installation because I am new to SuiteCRM and this was the first module I have ever installed. I received excellent support via email and skype. The Urdhva Tech Team was very patient and accommodating. I now have a perfectly working solution. Thanks so much to the Urdhva Tech Team!
RiaanBez – 8:01 am November 2nd, 2020 –
Excellent Plugin very versatile and Does what it says it does , Urdhva Tech also fast to respond to accommodate any problems you encounter . I would highly recommend this plugin
dfraser95 – 1:54 pm October 29th, 2020 –
Good plugin, easy to setup
had small issue that was my fault, they were very quick to respond and help
itglaafs – 8:41 am September 1st, 2020 –
Great add-on for anyone looking to use DocuSign platform for their signature process. Support is very helpful, fast and pleasant. The only thing that I think should be worth upgrading is enabling multiple accounts switching in one SuiteCRM instance just as DocuSign has multiple branding for one account that you can enable. In this way you could use many entities or companies within one CRM system.
ss_removed_6 – 10:13 am January 21st, 2020 –
We just finished testing the plugin and implementation went great, plugin does what it promises providing us with digital signatures without any troubles. Great for our customers, great for us. If you are comparing plugins I would highly recommend this one, for one because DocuSign itself is a good provider and also because Urdhva provides great support if you need it.
pmclachlan – 4:35 pm December 10th, 2019 –
So far so good!
I had an image issue and support was amazing. This add-on provides multiple methods of getting documents signed via Docusign so very versitile.
daniel – 10:30 am August 13th, 2019 –
Great product and great service. Works as advertised and the guys from Urvatech are supre responsive to any questions.