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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: 9.3.x
Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.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.
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.
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 Up
Our Sugar Connector to DocuSign User Guide provides in-depth information about installation and add-on usage.Read Guide
Download this datasheet to learn about Sugar Connector to DocuSign's core capabilities.Download
Learn how you can extend the value of your CRM system to see increases in operational efficiency, lead conversion, customer satisfaction, and sales revenues.Download
Sugar Connector to DocuSign is a free product (installation and support are not included)
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!
W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.
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.
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.
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.
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.
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.
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.
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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The March 2020 update to the Sugar Connector to DocuSign addresses three issues in the mobile version of the customization (wMobile for SugarCRM).
The February 2020 update to the Sugar Connector to DocuSign addresses issues in the mobile version of the customization (wMobile for SugarCRM).