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Many businesses require electronic signatures on all official documents to safely and securely conduct transactions. Companies that do so may also require those e-signatures to come from trusted and reputable services. Fortunately, we have DocuSign, a leading eSignature provider. And with its Sugar integration comes the ability to send the documents for signature directly from the CRM.

DocuSign offers a very high level of compliance with security standards and eSignature regulations, including compliance with the ESIGN Act and is authorised by the Federal Risk and Authorisation Management Program (FedRAMP) for use in government agencies. DocuSign for Sugar is the easiest, fastest, most secure way to send, sign, track and store documents in the cloud. Fully integrated within Sugar, DocuSign helps users close more deals, faster. Your customers can sign contracts within minutes from anywhere, anytime and on any device.

Using the DocuSign Sugar integration, you can use the DocuSign’s Template, Sugar’s PDF templates or even choose a file locally to obtain a signature. Simply sign into DocuSign from within Sugar and use DocuSign’s drag and drop fields to populate your PDF document or form with everything you need. Send it off to your recipient and get it back in as little as a few minutes, saving valuable time and effort.

An advanced tip is to use “DocuSign field mapping” to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.  There are other ways to use DocuSign for Sugar with minor customisation as per business needs, including:

  • Signing contracts, invoices and work orders
  • Approving project estimates and change orders
  • Completing and signing leases and rental agreements
  • Signing paperwork for real estate purchases
  • Signing statements of work and insurance forms

Benefits of Sugar and DocuSign integration

  • Grow your business efficiently by digitising legal documents, sales agreements, HR forms, and more
  • Close deals faster
  • Reduce errors and improve compliance
  • Streamline workflow processes
  • Customisation opportunities

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