SugarCRM Docusign Integration

Electronic Signature as defined by the US Federal ESIGN Act is an electronic sound, symbol, or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the document.

Avoid the hassle of physically sending documents for signature with Devtac DocuSign. This plugin, integrated into the SugarCRM platform, allows you to upload and send multiple documents and PDFs, from your own Sugar to your customers for signature.

Here’s how you can use Devtac DocuSign from your Sugar

Step 1. Go to your Sugar dashboard. Click Quotes

Step 2. Choose an available quote that you’d like to be signed or click Create to make a new document.

Step 3. Inside the Document’s page, click Edit and then click Open in DocuSign. You have the option to either choose an Invoice PDF or Quote PDF to be signed.

Step 4. Add recipient(s) e.g. Administrator. Click Open in DocuSign

Step 5. Click on the Signature icon and drag where you want to put the signature. Then click Send

Step 6. Your client will receive the document that needs to be signed via email. Click Review Document and he will be routed to the DocuSign website. He will then add his signature on the signature box and clickFinish (located on the upper right hand of the document). He’ll have the option to download a PDF copy or close the document.

Step 7. For you to access the document, still inside the Quotes module of SugarCRM, scroll down to Devtac DocuSign Envelopes and click on the Quote document.

Here’s how the document will look like;

SugarCRM Docusign Integration

Electronic Signature as defined by the US Federal ESIGN Act is an electronic sound, symbol, or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the document.

Avoid the hassle of physically sending documents for signature with Devtac DocuSign. This plugin, integrated into the SugarCRM platform, allows you to upload and send multiple documents and PDFs, from your own Sugar to your customers for signature.

Here’s how you can use Devtac DocuSign from your Sugar

Step 1. Go to your Sugar dashboard. Click Quotes

Step 2. Choose an available quote that you’d like to be signed or click Create to make a new document.

Step 3. Inside the Document’s page, click Edit and then click Open in DocuSign. You have the option to either choose an Invoice PDF or Quote PDF to be signed.

Step 4. Add recipient(s) e.g. Administrator. Click Open in DocuSign

Step 5. Click on the Signature icon and drag where you want to put the signature. Then click Send

Step 6. Your client will receive the document that needs to be signed via email. Click Review Document and he will be routed to the DocuSign website. He will then add his signature on the signature box and clickFinish (located on the upper right hand of the document). He’ll have the option to download a PDF copy or close the document.

Step 7. For you to access the document, still inside the Quotes module of SugarCRM, scroll down to Devtac DocuSign Envelopes and click on the Quote document.

Here’s how the document will look like;