The Plugin has a great story to tell. Earlier, our business team used DocuSign for sharing the business document with a digital signature to the customer and used CRM software to manage everything. It sounds like when one software task is completed, your work is still pending. You have to go to the next software to do the rest of the task. After that, you can say that your job is finally done. We found a great extension for our business handling and till now the plugin is saving our time and reduces manual efforts. The Plugin is SuiteCRM DocuSign Connector.
Table of Contents
How is this Extension going to help you all?
We Integrated DocuSign and SuiteCRM and built a great plugin called SuiteCRM DocuSign which allows you to send the documents from SuiteCRM and manage everything there. You don’t need to update both platforms together. Simple is just use one platform DocuSign/SuiteCRM according to your choice and manage everything there. The second platform, DocuSign/SuiteCRM gets updated automatically.
For example: Few of my clients want my signature regarding business deals. The best part is I can use online signatures and send documents. This reduces the paper waste and saves my time. But later on, if I have to update in SuiteCRM software after sending documents from DocuSign then it wastes a lot of time. Therefore, I should choose the SuiteCRM Digital Signature add-on for help. Send documents from the SuiteCRM and everything will be updated in real-time in both DocuSign and SuiteCRM. No such efforts are needed to manage both. Must adopt the time-saving stellar extensions in your company.
Who can adopt this Advanced Plugin?
DocuSign connector is a good choice for many such businesses who follow the task of online sending documents. This extension of Outright Store is compatible with every SuiteCRM Version and also provides Lifetime Updates to the companies. Real-Estate organizations, IT Industry, Call center Businesses, Sales and Marketing, etc should include this add-on. It properly saves your precious time with no error for sending documents.
How much does it cost you?
This Durable plugin of SuiteCRM is affordable. It is available for just $299.00. For your help, we can also offer a FREE PRODUCT TOUR to everyone. This helps you to reduce the complex process of Installation and Configuration of this secure product. Make sure to get it as well.
Best SuiteCRM DocuSign Connection features to know
We want this plugin purchasing to be your best business investment. Make sure to read out the other functionalities of it.
- One of the most significant features of this plugin is Real-time 2-way sync between DocuSign and SuiteCRM. It saves your quality of time and no need to manage both at the same time. This plugin will not create a situation of any delay in the update.
- Users can preview the document and download it as well. Maybe downloading the document is necessary to show your seniors about what you shared. Use this extension to get such functionality.
- SuiteCRM DocuSign connector keeps every record safe. It’s very important to maintain the customer’s history. If by chance you have to show to your seniors or to your customers too just present this. This is one of the exceptional functions of this extension.
- Every time you will receive the Notification when you share an activity from this extension. We guess it is accurate for security purposes, so make sure to use this function in this add-on.
- Our ultimate plugin also can make the profiles of the customers in CRM who didn’t exist earlier. Hard to find this feature in other plugins.