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)
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+++
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.
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.
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.
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.
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.
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.
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.
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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.