Integrating DocuSign and SugarCRM

Features of DocuSign

How Is This Helpful?

• Monitor all created documents, documents waiting to be signed, and completed documents.

• Receive real-time updates and alerts of document progress through the Activity Stream within Sugar.

• Through Sugar’s cloud format, your sales team can see who has taken action to reach out to a client. No in-person conversation or emailing necessary.
• It helps salespeople remind prospects to sign the document or possibly identify other buyer concerns when a document sits dormant for too long.
• It keeps salespeople motivated by monitoring the documents they need to complete/have signed.

• Drag-and-drop fields can be added to the document before it is sent to the contact.

• Utilizing these drag-and-drop fields prevents prospects from having to print out the document, then sign it, then scan/fax it back to you.
• It eliminates extra steps and makes closing the deal faster.
• Fields can be added to the document to pull data from the contacts you are sending it to in SugarCRM (e.g., first name, last name). Drag-and-drop fields are accessible on other devices such as mobile or tablet formats.

• Configure usage of DocuSign.

• Either has one DocuSign account for all or individual DocuSign accounts.
• Send documents through one large company-wide account or limit it to the individual salespeople.

• Utilize DocuSign SugarCRM dashlets to monitor progress.

• Information regarding envelopes (e.g., the documents created, sent, and completed) is provided in a convenient bar or table chart on the right-side of SugarCRM.
• See how documents are performing off-hand and in a more visual manner.

• PDF conversion and automatic logging of documents that have been signed.

• Documents that are sent to a prospect are automatically converted to a PDF file format to prevent any editing of the original document.
• Once the document is signed, the fields can no longer be changed and are fixed in the PDF format.
• All final signed documents are logged within Sugar and can be re-downloaded for the salesperson’s reference.