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.

Key Features

  • Drag and drop the DocuSign dashlet on any object (included on Accounts, Contacts, Leads, Opportunities, and Quotes by default)
  • Send documents for signature right from the dashlet, and use the familiar DocuSign interface to add or edit tags within Sugar
  • View envelope statuses for a summary of where your documents are
  • Get real-time alerts on document status changes from your activity feed
  • Signed documents are automatically stored back as a PDF onto the originating record in Sugar
Download Docusign for Sugar 7 Datasheet
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Docusign online contract signing

Maintain control of your transactions, see who is viewing your document and when they sign, keeping your transactions moving smoothly and quickly. Pull information from your SugarCRM platform into your documents saving you precious time in your busy workday. Keep clients happy with this hassle free, safe, secure, digital age tool to help your business run efficiently.