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Securely Sign and Manage Documents Directly from Sugar

Close deals faster with DocuSign for Sugar. Our integration helps sales users close deals completely in the cloud without leaving your CRM.

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Sugar Connector to DocuSign

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Close Deals Faster With the Sugar Connector to DocuSign

SugarCRM enables businesses to create customers for life with the world’s first intelligent, no touch customer experience (CX) platform. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.

Securely sign and manage documents directly from within Sugar with the most widely used eSignature solution: DocuSign.

Close deals faster with DocuSign for Sugar. Our integration takes advantage of what the Sugar platform has to offer, and helps sales users close deals completely in the cloud.

Users can configure and send envelopes from the DocuSign dashlet in Sugar, and your customers can sign documents from any browser, including mobile devices, within minutes.

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Sugar Connector to DocuSign Benefits

Send Documents

Send documents to your contacts for signature without having to switch browser windows.

Status Tracking

Track your sent documents status directly within Sugar with our DocuSign dashlet.

Cloud Storage Support

As a wDrive user, send your cloud-store documents to DocuSign directly from Sugar.

Easily Generate Envelopes

Generate ready-to-sign documents with wDocs, and then easily add them to DocuSign.

Sugar Connector to DocuSign screenshot

Easy-to-Use Dashlet

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 Documents for Signature

Send Documents for Signature

Using the Sugar Connector to DocuSign dashlet, you can send documents to your contacts for signature without having to switch browser windows.

Sugar Connector to DocuSign Envelope Statuses

Envelope Statuses

The Sugar Connector to DocuSign dashlet allows you to track your sent documents status directly within Sugar. 

Sugar Connector to DocuSign Real-Time Alerts

Real-Time Alerts

With our DocuSign integration, you can receive real-time notifications on document status updates in Sugar.

View Signed Documents in Sugar

View Signed Documents in Sugar

The Sugar Connector to DocuSign automatically stores your signed documents as PDFs in Sugar, and links them to the originating record.

wDocs and wDrive Support

wDocs and wDrive Support

Easily create ready-to-sign documents using wDocs, and then send them to DocuSign, or directly from your cloud storage solution using wDrive - all directly within Sugar!

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Supported Platforms

SugarCloud

Sell, Serve, Enterprise, Professional: 10.0.x

On-Premise

Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.x*, 10.0.x

*Note: W-Systems regularly updates Sugar Connector to DocuSign and introduces new features for the latest Sugar versions. Deprecated versions of Sugar Connector to DocuSign compatible with older Sugar releases may lack some of the features listed on this page.

W-Systems Knows Sugar

As a Top 5 Worldwide and Elite designated SugarCRM partner we have deployed Sugar to 100's of organizations. We are business analysts and developers, and we want to make Sugar fit your organization like a glove. Put us to the test, we love a challenge.

Visit our Blog

We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog.

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Sugar Connector to DocuSign Resources

Sugar Connector to DocuSign User Guide

Our Sugar Connector to DocuSign User Guide provides in-depth information about installation and add-on usage.

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Sugar Connector to DocuSign - Datasheet

Download this datasheet to learn about Sugar Connector to DocuSign's core capabilities.

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Get The Most From Your CRM: Integrated Apps Add Value to Your Bottom Line

Learn how you can extend the value of your CRM system to see increases in operational efficiency, lead conversion, customer satisfaction, and sales revenues.

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W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year
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Sugar Connector to DocuSign is a free product (installation and support are not included)

20+ Years of Happy Clients

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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Great CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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CRMs are Personal and Complicated

CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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Simply Amazing!

W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

Latest from our Blog

How to Send Contracts for Signature Without Leaving Sugar

April 21st, 2020   •   6 minute read

Check out our Sugar Connector to DocuSign, and learn how to quickly send business documents for signature without leaving Sugar!

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Keep Business Moving with Electronic Signature

April 8th, 2020   •   4 minute read

Working remotely? Learn how to complete contracts, approvals, and other agreements remotely from anywhere in minutes with DocuSign eSignature.

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Our 5 Sugar Tools to Boost Sales in 2020

January 22nd, 2020   •   4 minute read

It’s the new year and now is the perfect time to dive into our five favorite Sugar tools that will boost your sales in 2020.

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How to Close More Deals This Year: 5 Must-Have Tools

January 17th, 2020   •   6 minute read

Discover the allies that we think you should include in your daily work routine to achieve your targets successfully.

Read More

How CRM Could Have Saved Ursula’s Demise In ‘The Little Mermaid’

October 14th, 2019   •   6 minute read

Take a look at three ways Ursula could have been “Ruler of all the Oceans” with the help of Sugar and W-Systems Sugar add-ons and integrations.

Read More

Intern Investigates: How Does a Document Automation Company Manage Sales & Marketing Productivity?

August 15th, 2019   •   4 minute read

In this blog, I will summarize what I learned from the experts and uncover Docusign’s secret to sales and marketing success.

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Training & Events

Sugar University

Sugar Integrate Advanced Training Course

Users will build a working integration using procedures, adapters and common resources.

Recent Releases

July 30, 2020

Sugar Connector to DocuSign July 2020 Update

The July 2020 update to the Sugar Connector to DocuSign adds a Refresh action on mobile and fixes issues identified in previous versions.

April 29, 2020

Sugar Connector to DocuSign April 2020 Update

The April 2020 update to the Sugar Connector to DocuSign includes support for Sugar 10.0.x.

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