Securely sign and manage documents online from any device with the most widely used e-signature solution. DocuSign® for Sugar 7 helps sales users close business completely, and quickly, in the cloud.
Release Notes
The following new features are included as a part of DocuSign for Sugar 7 1.0:
- Drag and drop the DocuSign dashlet on any object, including custom objects
- When DocuSign for Sugar 7 is installed, the DocuSign dashlet is included by default on the Account, Contact, Lead, and Opportunity objects
- DocuSign is supported for the Quotes object in the "Edit" drop down on a Quote record
- Send documents for signature directly from the dashlet by using the familiar DocuSign interface to specify recipients, define signing workflow, and add or edit tags within Sugar 7
- View envelope statuses from the DocuSign dashlet in both a chart and table view for a summary of where your documents are in the signing process
- Get alerts on document status changes from your activity feed
- View signed documents that are automatically stored as PDFs onto the originating record in Sugar 7
- Get a view into the statuses of all of the envelopes you sent from Sugar 7 from the DocuSign Home page dashlet
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