Would you like to sell smarter this year? In this webinar, we showcased how to boost your revenue and reduce document turnaround time by 80%!
Thank you to everyone who participated. Below is the video recording, slide deck, and Q&A.
If you have questions about Sugar and would like an individual demo, feel free to contact us.
The emails are not stored in Sugar, but you could archive them using the Outlook Plug-In for Sugar, or Collabspot. However, completed documents are stored, and you can also monitor their status directly from Sugar.
Definitely. For instance, you can select every contact associated with an account in Sugar.
Yes, any files stored in Sugar’s Documents module can be downloaded to your local storage.
The PDF Manager has limitations. wDocs allows you to use the complexity of Microsoft Word to create more customized and flexible templates. We’re also working on our own version of SugarCRM Mobile, which will include support for wDocs.
Yes, that can be templated.
The emails are not stored in Sugar automatically unless you are using an email syncing tool, such as Collabspot or the Outlook plugin.
Yes, this tool works with Dropbox, Google Drive, and OneDrive.
Pricing for wDocs and wDrive is $80/user/year, and a 10 minimum of licenses is required. If you’d like us to create wDocs templates for you, we will review your samples and give you an estimate.
DocuSign’s pricing is volume-based, it depends on either the number of licenses you need or the number of enveloped that you want to send. Contact us and we’ll work out with you what edition works best for your business.
We are currently working on our customized version of SugarCRM Mobile which includes support for our custom Sugar add-ons, including wDocs and wDrive. We’ll share more information as we near release.
Yes, each contract that’s been completed with DocuSign includes a certificate of completion, which makes them legally binding.