Close Deals Faster with DocuSign for Sugar
Securely sign and manage documents directly within your CRM by leveraging the Sugar Connector to DocuSign, which works completely in the cloud for increased speed and flexibility throughout the entire process. Users can configure DocuSign templates and send document envelopes from the DocuSign dashlet in Sugar, and your customers can sign documents and contracts within minutes from any browser, including mobile devices.
INTUITIVE DASHLET
An intuitive dashlet makes it easy to send and manage documents.
TRACK STATUS
Track documents directly from Sugar Sell or Sugar Serve and get automated alerts on status updates.
SPEED UP CONTACT SIGNATURES
Rest assured that your documents are secure in the cloud and that your customers can manage them from anywhere. Route contracts quickly and optimise the document signing process for faster document turnaround times.
MANAGE AND REVIEW DOCUMENTS INTUITIVELY
The DocuSign dashlet enables you to send and track documents directly from within Sugar, and can be added to any module, including Accounts, Contacts, Leads, Opportunities, and Quotes.
SEND, TRACK, AND VIEW DOCUMENTS
Using the Sugar Connector to DocuSign dashlet, you always know the status of your documents. Send documents to your contacts for electronic signature without switching browser windows, track them, get alerts on status updates, and easily view and store them all within Sugar.
SECURITY IN THE CLOUD
Sales and Support teams can rest assured that your documents are secure within the cloud and that customers can easily access the documents across devices and browsers.