We live in a world where we want a global view of the customer but not everything really belongs in a CRM.
The release of Doc Merge and its integration to Docusign would suggest that Sugar customers are using Sugar to generate legal documents for the customer to sign.
According to the documentation "Sugar's DocuSign® Integration allows users to send documents such as quotes and contracts for electronic signatures directly from Sugar records. Signature status and the signed documents are maintained with their originating Sugar records"
But Documents in Sugar are stored in the Uploads directory which is ultimately a disorganized jumble of irrelevant and essential documents.
There is no logical division by Module and no easy way, that I could find, to separate important customer-related documents from those pesky icons people like to put in their email signatures, or the various attachments that may be added to cases etc.. everything is mixed together.
So my question is: Do you trust your legal documents to Sugar? Or do you use a separate system for your Legal Department?
If you use a separate system, what do you use, and do you integrate that with Sugar to allow your sales department to view those agreements from Sugar?
Thanks,
FrancescaS