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.
Introduction
Introduction
A complete SugarAI and Docusign integration which allows you to send the documents and templates for signature directly from SugarAI. Docusign for SugarAI is an eSignature solution that integrates with SugarAI. With Docusign you can send, sign and track agreements and approvals anytime, anywhere, and from any device. Integrated Docusign and SugarAI, you can use SugarAI to generate a document based on information from modules in SugarAI that can be signed with Docusign.
Track all the documents sent for signature with the intuitive DS Activities Dashboard which gives the instant update as the document gets viewed or signed.
The integration allows the documents and templates to be sent to Accounts/Contacts/Leads/Prospects.
Getting started
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