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Keep Business Moving with Electronic Signature

by Roxana Rangu on April 8, 2020

4 minute read

In this webinar, we showcased how easy it is to complete contracts, approvals, and other agreements remotely from anywhere in minutes with DocuSign.

Thank you to everyone who participated in this meeting! Below is the video recording of the meeting, general notes as well as the questions & answers.

If you have questions about Sugar or DocuSign, please feel free to contact us.

Agenda

  • DocuSign Overview
  • DocuSign Live Demo including CRM optimized for Document Automation
  • Q&A

Keep Business Moving with Electronic Signature

Keep Business Moving with Electronic Signature Q&A

Do my customers or contacts that I send DocuSign documents to need a DocuSign license?

No, they do not. A Signer-only, somebody who is not part of your team and anyone who is a Recipient, does not need a DocuSign license. DocuSign is free for people that only need to sign. The only people that need to send documents out to recipients or other people are the only ones required to have a DocuSign license.

How is identity verified with this product?

SugarCRM has SugarIdentity which is a way to enhance the authenticity of your users when using the platform. DocuSign also supports Okta, as well as other authenticate Log-In methods to make sure that the person that you’re sending your documents to actually is the person that is signing it.

If you have templates for your customers in DocuSign, can you avoid having to place the signature and date fields, etc?

Absolutely. Templates allow you to have standardized documents in DocuSign with pre-placed tags already in. Every time you go to Upload to utilize a template and apply that to a specific recipient, those tags will already be inside of the sending screen, so that you don’t have to drag and drop them every single time.

We have been using Docusign for years through the DocuSign website. One thing we often see is someone rerouting the document to another signer. s this captured in Sugar when this happens? Additionally, our documents have contract numbers - are they captured within Sugar when integrating with DocuSign?

When you send a DocuSign document to a person, you can allow the recipient to change the signer. Our DocuSign Connector to Sugar is developed by W-Systems, so if the current iteration does not exactly suit what you are looking to do, there are always adjustments and tweaks that can be made to fit your particular use-case. We encourage you to reach out to us if you do have an existing Account Manager with W-Systems and we’ll set up a call to find a solution for you. As far as the contract numbers are concerned, we can adjust the connector to fit your specific DocuSign account and map that field over to SugarCRM.

Do you have an integration with GoldMine CRM?

DocuSign has a custom API that can connect to any platform. While there is no already built DocuSign connector to GoldMine, please reach out to your W-Systems Account Manager and they will be able to assist set you up with the integration.

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