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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 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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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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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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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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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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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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Instrumental in our Upgrade

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.

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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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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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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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How to Send Contracts for Signature Without Leaving Sugar

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

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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

August 28, 2020

Sugar Connector to DocuSign August 2020 Update

The August 2020 update to the Sugar Connector to DocuSign adds a tooltip for the total number of envelopes in the dashlet, count options for the DocuSign Envelope Recovery page, and more.

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.

View All Releases
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