Docusign Integration for SugarAI

by urdhvatech

A complete SugarAI and Docusign integration which allows us to quickly pull data from SugarAI modules like Account, Contact, Lead, Prospect, User, Quote and Contract and then send them out for signature directly from SugarAI. The signed document's fields are then returned to SugarAI and attached to the corresponding SugarAI records. The signed documents are returned to SugarAI and attached to the document envelope.

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I tested and it works correctly

  • SugarAI Editions
  • Sugar Professional
  • Sugar Enterprise
  • Sugar Sell
  • Sugar Serve
  • Compatible Versions
  • 13.3, 13.2, 13.1, 13.0, 12.3, 12.2, 12.1, 12.0, 11.3, 11.2, 11.1, 11.0, 10.3, 10.2, 10.1, 10.0, 9.3, 9.2, 9.1, 9.0, 8.3, 8.2, 8.1, 8.0, 7.11, 7.10, 7.9, 7.8, 7.7, 6.7, 6.5

    This Add-On doesn't support the latest Sugar version!

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