Sending a contract or any other type of document for electronic signature is simple using the DocuSign for Sugar connector. Just click the “Send with DocuSign” button from an Opportunity, Account, Contract, or Quote object to send related documents to the appropriate recipients. Once a document is signed, it is automatically brought back onto the record as a signed PDF, and the status of the document’s progress is tracked the whole time.
DocuSign also 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 dashlet on almost any object in Sugar 7, and your customers can sign documents from any browser, including mobile devices, within minutes.
With presence in 188 countries, DocuSign meets statutes and regulations around the world, and leads the industry in compliance and enforceability. It provides the most authentication options, a comprehensive digital audit trail and bank-grade security.
Available on a monthly subscription per user (Business & Enterprise). For additional information on how DocuSign and redk can help boost your business process.
If you liked this blog, you might also like ‘Generate more leads with SugarCRM & LinkedIn Sales Navigator‘.
