Sugar Connector to DocuSign
Close deals faster with DocuSign for Sugar 7. DocuSign for Sugar 7 takes advantage of what the new Sugar 7 platform has to offer and helps sales users close business completely in the cloud.Users can configure and send envelopes from the DocuSign dashlet on almost any object in Sugar 7, and your customers can sign documents from any browser, including mobile devices, within minutes. Sending a document for electronic signature is simple using DocuSign for Sugar 7. Just drag and drop the DocuSign dashlet on any object, including custom objects, and click the “Send with DocuSign” button. Then, use the familiar DocuSign interface to specify recipients, define signing workflow, edit tags, and send the envelope from Sugar 7. View real-time updates on the status of DocuSign envelopes on an object’s activity feed as well as on the dashlet itself. Signed documents are automatically attached back to the originating record in Sugar 7. If you have an existing DocuSign account – all you have to do is enter your credentials.