DocuSign for Sugar

Keep business digital, close deals faster; all within Sugar.

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About DocuSign

DocuSign® is the global standard for electronic signature.  DocuSign helps users accelerate business transactions with the easiest, fastest, and most secure platform for sending, signing, tacking, and storing documents.  DocuSign ensures secure collection of information and payments, enables automated workflows, and allows users to sign anything, anytime, anywhere - all in the cloud.  The hassle, costs, and lack of security associated with printing, faxing, scanning, and overnighting documents to obtain signatures are entirely eliminated.

DocuSign for Sugar

Keep business digital and close business faster by sending documents from almost any location within Sugar.  DocuSign for Sugar enables your customers to sign contracts from any browser, or on any mobile device, within minutes.

DocuSign for Sugar is built and supported by DocuSign and is available on SugarExchange, SugarForge, and on the DocuSign Partner Solutions Showcase.

Why DocuSign?

  • Faster ROI – By incorporating DocuSign, you can close deals within minutes – not days or weeks.  Closing business faster translates to faster ROI realization. 
  • Secure and reliable – Fully audited policies and international security certifications ensure that your documents remain secure, confidential, and legally enforceable.  DocuSign is reliable and maintains a 99.99% overall uptime.
  • Flexible use cases – Support many different use cases and business scenarios, including: counteroffers, multiple signers, specified signer routing order, designation of specific fields as negotiable, etc.
  • Gain more control and visibility into business processes – DocuSign provides an audit trail of edits and notifies every signer when a contract is changed.  This streamlines negotiations, reduces errors, shortens sales cycles, and lowers costs.  With DocuSign, you can see in real-time who has received, reviewed, and signed a contract, all from within a sales opportunity.
  • Opportunities for customization – Using a world-class and open API, you can build customized workflows or enable DocuSign within your customized version of Sugar.  DocuSign ships a complete set of APIs and a world-class SDK to help make extending any business process a breeze.
  • Easy to use - DocuSign’s embedded eSignature clients make it easy to sign documents in the places you already work, like Sugar. DocuSign’s seamless customer experience in the cloud makes it easy to complete transactions everywhere.

DocuSign for Sugar Features:

  • Send documents for signature and use the familiar DocuSign interface to add or edit tags within Sugar
  • View envelope statuses for a quick summary of where your documents are
  • Signed documents are automatically stored back as a PDF onto the originating record in Sugar

New for Sugar 7:

  • Drag and drop the DocuSign dashlet on any object
  • View envelope statuses in a table or chart view for a quick summary of where your documents are
  • Get real-time alerts on document status changes on your activity feed

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