DocuSign Connector is an extension that enables you to connect DocuSign with SuiteCRM. Using this, you can start two-way synchronization between both applications and start data transmission as well. The integration is done through Oauth 2.0 which makes it secure and compatible with the GDPR guidelines. Let’s see how DocuSign Connector works so you can get a picture.

Once the authorization is done, the templates you created in DocuSign will be synced in the SuiteCRM. And if you add a template in SuiteCRM then it will automatically add in DocuSign as well. You can add recipients and send these templates directly from your CRM. As recipients, you can also use the existing records saved in the SuiteCRM like leads, contacts, accounts, etc.