PDF templates
Send PDF templates as documents through Accounts, Contacts, and Leads for signature.
TRACK ENVELOPE STATUS
View Document Envelope status from inside the DocuSign module.
About RT Docusign
Sugar plugin that helps you close business deals faster and in a better way by bridging the gap between
SugarCRM and DocuSign
Send your contracts and have them signed by your customers from any browser or mobile device within minutes.
Features
SugarCRM & DocuSign Sync
With RT DocuSign’s integration, you can easily sync documents between SugarCRM and your DocuSign account, streamlining your customer management process and helping you close deals faster. Using DocuSign integration, you can configure and send documents directly from within SugarCRM, and your customers can quickly sign them using their DocuSign account from any browser or mobile device. This provides a simple and convenient way to manage and sign important documents, all while keeping your business in the cloud. If you’re looking to enhance your document management process, RT DocuSign is the perfect solution.
Streamline DocuSign Activity
With the RT DocuSign plugin, all CRM users use the same DocuSign account to send documents for signature. The streamlined DocuSign activity allows the administrator to stay on top of all the communication between clients and the sales team.
Send Documents & PDF templates for signature
By integrating your DocuSign account with SugarCRM through RT DocuSign, you can easily upload and send documents for signature without the hassle of physically sending contracts. Docusign integration seamlessly works with the Accounts, Contact, and Leads modules, providing a convenient way to manage and sign important documents. In addition to standard PDF documents, you can also send PDF templates through modules for signature by selecting templates from the PDF template module. Whether you’re a small business or a large enterprise, RT DocuSign makes it easy to streamline your document management process and enhance your customer experience.
PDF format
Sales personnel can take electronic signatures from customers and store the signed documents as PDF in their relevant modules.
pricing
MONTHLY PLAN
$99
per instance, monthly
(30-days trial)
On-Site/On-Demand
- Support included
- License for one production Sugar instance
- Works with these editions:
- Professional
- Works with versions 8.x.x to 9.0
YEARLY PLAN
$990
per instance, yearly
(30-days trial)
On-Site/On-Demand
- Support included
- License for one production Sugar instance
- Works with these editions:
- Professional
- Works with versions 8.x.x to 9.0
* All purchases come with a 30-day money back guarantee. We’ve tested and stand behind everything.
* We also offer one time purchase.
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