A New York-based technology company wanted to automate their proposal generation and delivery process. As a SugarCRM and DocuSign implementation and integration partner, UpCurve Cloud was well prepared for that task.
UpCurve Cloud developed an automated document compilation process that uses information from the Sugar entered by the sales representative to compile a detailed multipage proposal and contract offer document. The system we built shows the resulting document to the user and enables them to quickly deliver the contract for signature using the DocuSign service. When contracts are signed, Sugar users are automatically alerted of the good news and can view the signed document in Sugar.