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

Sugar Connector to DocuSign screenshot in laptop

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!

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 - Installation and Use Guide

Need help installing and using Sugar Connector to DocuSign? Download our in-depth Guide!

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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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Sugar Connector to DocuSign Online Manual

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

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

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
DocuSign Partner Badge

Sugar Connector to DocuSign is a free product (installation and support are not included)

20+ Years of Happy Clients

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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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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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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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Stellar Service

We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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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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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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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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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

Latest Articles

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

October 14, 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 15, 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. Read More »

Shorten Your Sales Cycle with Document Automation

February 27, 2019   •   4 minute read

Find out how to reduce document turnaround time by 80% and boost your revenue in 2019 by combining CRM and document automation. Read More »

Read our blog

Training & Events

Introduction to Sugar for End Users

This live virtual class will provide you with the tools necessary to use Sugar as a new End User.

Dec 17

Sugar Reporting

This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar

Dec 19

Sugar Administration - Advanced (Multi-Day Class)

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Jan 07
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Recent Releases

Sugar Connector to DocuSign November 2019 Update

Released on November 26th, 2019

The November 2019 update to the Sugar Connector to DocuSign includes a functionality that allows the recovery of envelopes and bug fixes.

Sugar Connector to DocuSign October 2019 Update

Released on October 27th, 2019

The October 2019 update to the Sugar Connector to DocuSign addresses issues identified in previous versions.

Sugar Connector to DocuSign September 2019 Update

Released on September 27th, 2019

The September 2019 update to the Sugar Connector to DocuSign addresses issues identified in previous versions.

View all
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