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.
Watch a Demo Schedule a DemoSugar Connector to DocuSign
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.
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.
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
Using the Sugar Connector to DocuSign dashlet, you can send documents to your contacts for signature without having to switch browser windows.
Envelope Statuses
The Sugar Connector to DocuSign dashlet allows you to track your sent documents status directly within Sugar.
Real-Time Alerts
With our DocuSign integration, you can receive real-time notifications on document status updates 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.
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.
Newsletter Sign UpSugar 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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Sugar Connector to DocuSign is a free product (installation and support are not included)
20+ Years of Happy Clients
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.
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.
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.
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.
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.
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.
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.
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.
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+++
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Sugar Integrate Advanced Training Course
Users will build a working integration using procedures, adapters and common resources.
Recent Releases
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.
Sugar Connector to DocuSign April 2020 Update
The April 2020 update to the Sugar Connector to DocuSign includes support for Sugar 10.0.x.