EchoSign, SugarCRM Allow Signing in the Cloud #scon11

2 minute read
Josette Rigsby avatar

Occasionally, even those operating in the cloud have to concern themselves withreal-world trivialities such as signing legal contracts. EchoSign and SugarCRM (news, site) justmade that a little easier for their users.

SugarCRM + EchoSign = Integrated E-Signatures

At this week’s SugarCon 2011, SugarCRM and EchoSign announced anintegration between SugarCRM and EchoSign that allows customers to sendcontracts for legally binding e-signatures from SugarCRM. The integration automates the process of getting contracts signed, tracked and filed, making all events in the contract signing process accessible within the SugarCRMplatform.

Why should SugarCRM users care? The integration of EchoSignwithin SugarCRM means that a deal can occur within the cloud, fromthe initial contact to closing and contract execution, potentially acceleratingthe sales cycle. EchoSign has integrated with Salesforce.com for over five years -- now SugarCRM users have the same capabilities.

Other notable features in the integration include:

  • In-person signing: Allows users to gain access to contracts via tablets or laptops for those contracts that need an in-person signature
  • Contract expiration dates: Allows users to set a deadline for signature
  • Automatic integration with SugarCRM records: EchoSign associates signed contracts to the CRM record from which they were generated
  • ·Internationalization: Supports over 20 languages, including Japanese and simplified Chinese, which allows signers to use their native language


The e-Signature interface

Learning Opportunities

The integration of e-signatures into SugarCRM fits well with theCRM provider’s recent push to become a “one-stop shop” for all things CRM,social and mobile -- all big themes at the recent SugarCon and in the latest release, 6.2, of Sugar 6. The platform allows users to fosterrelationships with tools such as web conferencing, social media and now managementof legal contracts. EchoSign’s no-downloads-or extra-equipment approach todigital signatures will be attractive to SugarCRM’s cloud customer base.

Organizations seeking to streamline their customer engagement workflowshould at least examine the SugarCRM plus EchoSign integration.

Getting E-Signatures

EchoSign e-Signatures for SugarCRM is available now on the SugarExchage here.EchoSign is offering a 14-day free trial for SugarCRM users. After the trial,the pricing changes to a monthly per-user fee with a minimum of 10 users.Existing EchoSign Enterprise or Global customers have no charge for installingthe app inside of their SugarCRM instance.

Are you a SugarCRM or EchoSign user? Are you currently supportingdigital signatures? Have you tried the SugarCRM EchoSign integration? What doyou think?

About CMSWire

For nearly two decades CMSWire, produced by Simpler Media Group, has been the world's leading community of customer experience professionals.


Today the CMSWire community consists of over 5 million influential customer experience, digital experience and customer service leaders, the majority of whom are based in North America and employed by medium to large organizations. Our sister community, Reworked gathers the world's leading employee experience and digital workplace professionals.

Join the Community

Get the CMSWire Mobile App

Download App Store
Download google play