SuiteCRM DocuSign Connector We build a DocuSign Connector to make it easy for your customers within CRM.
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What is DocuSign? DocuSign is a company based in San Francisco that enables users to digitally sign and share documents. Users can simply access contact, account, prospect, lead and user modules through SuiteCRM. DocuSign is the most efficient way to get your documents signed. You have multiple options to get your documents signed such as typed signatures, mobile signatures, handwritten mouse signatures and more. It also allows customization of the data fields and you can also send emails to all related parties. Users can also sign the documents on your websites. Users can also sign the documents using iPhone or iPad and they are also guided on how to sign the documents. This helps to create legal contracts, that can be stored safely in your archives.
Some of its key features are: ● ● ● ● ● ● ● ●
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Electronic Signature Technology Digital Transaction Management Electronic exchange of Documents Authentication Services Identity Management Workflow Automation Live Sync between DocuSign and SuiteCRM. The completed document can see/ preview or downloaded instantly after they completed/signed. Customer history maintained. If a customer does not exist, it will be created in CRM.
DocuSign is a San Francisco–based company that provides electronic signature technology and digital transaction management services for facilitating electronic exchanges of contracts and signed documents. DocuSign’s features include authentication services, user identity management, and workflow automation.
Why SuiteCRM Integration with DocuSign? Time is of the essence, business owners usually had to use SuiteCRM and DocuSign separately and that consumes a lot of time and effort. However with the effect of SuiteCRM integration with DocuSign users can now simply access their documents through SuiteCRM, this not only saves time and effort and it also increases productivity and generates more revenue. Users can now preview documents, check updated documents and receive notiďŹ cations of the status of the documents. SuiteCRM Integration with DocuSign has made the daily tasks of getting documents signed far much easier and far less time-consuming.
SuiteCRM DocuSign | E- Signature Docusign allows users to send their documents in digital format in order to get them signed. Users no longer have to carry their documents physically from one place to another. This way users can save their time and increase their productivity. Converting your documents into a digital format also guarantees their safety and security. Users can not only get their documents signed, but they can also upload signed documents into their respective modules in a PDF format. Users also receive regular updates and notifications on a real-time basis on the SuiteCRM platform and therefore they can keep a track of their daily work.
SuiteCRM DocuSign Connector SuiteCRM Integration with DocuSign allows users to digitally sign documents, download and preview the complete document. It maintains customer history and even creates customer profiles in SuiteCRM.
To Sum up, if your business comes with E-Signing with customers, you need to have an integration power between CRM and E-signing tool. We make our best to get both synced in Live manner.