By integrating DocuSign and Sugar, RT DocuSign empowers CRM users to close business deals faster and in a more effective way. With this simple yet powerful integration, users can send and receive documents for signatures from within Sugar.
With RT DocuSign users can upload and send multiple PDF documents to their Sugar Accounts, Contacts, Leads, and Opportunities. This takes away the need of sending documents physically to the customers which saves a lot of time and effort of the sales reps as they can easily take electronic signatures from the customers. Moreover users can remain updated about the status of documents with the help of real-time updates inside Sugar. RT Docusign can also be configured to maintain the privacy of the users. It offers ‘Global’ and ‘User’ options by which either one global DocuSign account can be used for all Sugar users or all users can use their individual accounts.