W-Systems joins SugarCRM! Read Blog
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.
Send documents to your contacts for signature without having to switch browser windows.
Track your sent documents status directly within Sugar with our DocuSign dashlet.
As a wDrive user, send your cloud-store documents to DocuSign directly from Sugar.
Generate ready-to-sign documents with wDocs, and then easily add them to DocuSign.
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.
Using the Sugar Connector to DocuSign dashlet, you can send documents to your contacts for signature without having to switch browser windows.
The Sugar Connector to DocuSign dashlet allows you to track your sent documents status directly within Sugar.
With our DocuSign integration, you can receive real-time notifications on document status updates in Sugar.
The Sugar Connector to DocuSign automatically stores your signed documents as PDFs in Sugar, and links them to the originating record.
Sell, Serve, Enterprise, Professional: 10.0.x
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.
Sugar Connector to DocuSign is a free product (installation and support are not included)
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.
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.
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.
W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!
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.
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.
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.
Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.
Need extra protection when digitally signing contracts? Keep your business safe with DocuSign’s eWitness feature!Read More
Check out our Sugar Connector to DocuSign, and learn how to quickly send business documents for signature without leaving Sugar!Read More
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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
This course is designed to provide a basic introduction to Sugar Sell for end-users.
The November 2020 update to the Sugar Connector to DocuSign addresses issues found in previous versions.
The October 2020 update to the Sugar Connector to DocuSign addresses issues found on previous versions.