This integration will allow you to maximize your SuiteCRM investment and efforts. After using the plugin (SuiteCRM DocuSign Integration), you and your team will be able to prepare, send, and act on the documents. All will be done without needing to login into DocuSign. After this, your workflow will become more streamlined and you can accelerate your sales funnel too.
Before further development, we would like to take this opportunity to explain a little bit more about both platforms i.e. SuiteCRM and DocuSign.
What is SuiteCRM?
SuiteCRM is one of the most used open-source CRM (Customer Relationship Management) software in the world. In 2022, it is crowned as Forbes’ best open-source CRM. SuiteCRM is famous because of two things. Firstly because of its customizability and that too without coding thanks to module builder. Secondly, you can literally integrate the SuiteCRM with any other business applications like Calendar, Point of Sale, and eSignature, and it will run seamlessly as ever.
What is DocuSign?
DocuSign is software using which you can get documents and agreements electronically signed. It is one of the most reliable platforms and follows all compliance. Because of this, major enterprises prefer to use it. Some of the renowned DocuSign alternatives/competitors are Adobe Acrobat Sign, PandaDoc, and Zoho Sign. DocuSign provides its eSignature API (authorized by Oauth 2.0) due to which it is very secure to integrate DocuSign with other applications.
Benefits of Integrating SuiteCRM and DocuSign
- Save Time: Integrating SuiteCRM and DocuSign will definitely and dramatically save you time. It’s because you will not need to toggle between two applications, everything can be achieved from the SuiteCRM. From uploading a document and sending it to get the signatures of customers.
- Reduce Risk: The SuiteCRM DocuSign Integration plugin solves a major persistent problem i.e. manual data entry. Because of this when feeding data from one platform to another, we witness many clerical errors. And since this plugin works on API, you don’t need to do this tedious task ever again. Every change made to either of the platforms will reflect on another platform automatically.
- Enhance Productivity: When time is saved and the risk is reduced, the user can focus on more important tasks. The customers will move through the sales cycles quickly. Also, the user will not be required to leave the SuiteCRM for doing anything.
Features of SuiteCRM DocuSign Integration Plugin
After knowing the benefits, you may want to know about the features of this plugin. Check the list below for this.
- Bi-directional template sync: This plugin will make sure all templates sync between both platforms i.e. DocuSign and SuiteCRM bi-directionally. It means any changes made to the template in DocuSign will reflect in the SuiteCRM and vice versa. The synchronization will happen in real time so no need to worry about any kind of information transfer delay.
- Field/Data Mapping to Document: As you know, CRM contains most of the customer information a business possesses. Using this SuiteCRM DocuSign integration extension, you can map that data directly to the documents. For this, you just need to use drag and drop to add the fields and if the data is present for the same field in CRM then it will parse into the document.
- Send Separately: As the name suggests, using this feature you can send a document to multiple recipients separately. This unlocks the bulk sending capabilities for you because now you can send the document for eSignature to multiple recipients in a single click.
- Send to All: This feature allows you to send a document to multiple recipients all together. This means every recipient needs to sign the same document. You can even set a signing order for the document.
- Edit templates in SuiteCRM: In order to make some changes to the template, you don’t need to log in to DocuSign and leave SuiteCRM. We have integrated a DocuSign environment that allows you to edit and send the templates directly from the SuiteCRM.
- Real-time status update: In SuiteCRM, we have built a status tracker dashboard that allows you to check the latest status based on the document and recipient. From there, you can check who got the template, who signed it, and who declined it.
- Add recipients from SuiteCRM: The contacts or any other records residing in the SuiteCRM can act as the recipients. For this, you don’t need to go to DocuSign and add the recipients’ email addresses one by one, but simply add the recipients from the CRM.
The integration is done through Oauth 2.0 which is the latest authentication and authorization protocol. So it means, you don’t need to worry about the compliance issue whatsoever and the reliability of the plugin is unquestionable too. You can check the SuiteCRM DocuSign integration add-on right now at the OutRight Store. There you will get the 3-day free trial so you can test out the functionalities by yourself. And it’s a one-time payment so don’t fret about the recurring charges.
