By reducing the gap between DocuSign and SugarCRM, RT DocuSign empowers CRM users to close business deals in an effective way. With this simple yet powerful integration, CRM users can send and receive their documents from any platform within seconds.
RT DocuSign allows Sugar users to upload and send multiple PDF documents from Accounts, Contacts, Leads, and Opportunities module. This takes away the need of sending documents physically to the customers. As a result, this saves the time and effort of sales reps as they can easily take electronic signatures from the customers. In case the status of documents changes, users can view real-time updates directly from Sugar.
RT DocuSign can also be configured to maintain the privacy of a user. For example, a users can send and share documents using their personal DocuSign accounts. This will not only lead to enhanced customer management, but would also streamline document management of a user.