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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.

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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 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
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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 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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The Entire Team Works Hard

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!

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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+++

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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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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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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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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.

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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 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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Training & Events

Sugar University

How to Use Sugar Sell

This course is designed to provide a basic introduction to Sugar Sell for end-users.

Recent Releases

October 28, 2020

Sugar Connector to DocuSign October 2020 Update

The October 2020 update to the Sugar Connector to DocuSign addresses issues found on previous versions.

September 30, 2020

Sugar Connector to DocuSign September 2020 Update

The September 2020 update to the Sugar Connector to DocuSign includes the ability to send documents for signature using SugarBPM workflows.

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