RT DocuSign

RT DocuSign is a SugarCRM plugin offered by Rolustech that integrates with DocuSign to streamline document management and signature processes. According to the vendor, this solution is designed to cater to businesses of various sizes. It is aimed at sales professionals, legal experts, real estate agents, professionals in the financial services industry, and healthcare professionals.

Key Features

PDF TEMPLATES: According to the vendor, users can send PDF templates as documents through Accounts, Contacts, and Leads for signature, streamlining the document management process.

TRACK ENVELOPE STATUS: The vendor states that users can easily view the Document Envelope status from inside the DocuSign module, allowing them to track the status of sent documents and monitor the progress of signatures.

SUGARCRM & DOCUSIGN SYNC: According to the vendor, documents can be effortlessly synced between SugarCRM and DocuSign accounts, enabling users to configure and send documents directly from within SugarCRM. Customers can conveniently sign documents using their DocuSign account from any browser or mobile device.

SEND DOCUMENTS & PDF TEMPLATES FOR SIGNATURE: Users can upload and send documents for signature without the need for physical contracts. According to the vendor, this feature seamlessly works with the Accounts, Contacts, and Leads modules, providing a streamlined process for sending PDF templates through modules for signature.

PDF FORMAT: According to the vendor, customers can provide electronic signatures and store signed documents as PDF files in the relevant modules, ensuring easy access and organization of important documents.