topic Re: DocuSign Custom Fields Post-Beta in Sales Integrations

DocuSign Custom Fields Post-Beta

lildobber13 — Thu, 17 Mar 2022 14:47:18 GMT

I know the DocuSign Integration is available for HubSpot and overall it works well; however, there is no way to add Custom Fields. We have a contract 99% complete; however, one field that is not available is Contact Phone Number, which seems like a huge miss.

Any update when Custom Fields could be expanded? I know the recommendation is PandaDocs; however, we found their interface to be clunky, and the integration also didn't seem as functional as we needed.

Re: DocuSign Custom Fields Post-Beta

PamCotton — Fri, 18 Mar 2022 21:45:27 GMT

Hello @lildobber13 ,

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Kindly,

Pam

Re: DocuSign Custom Fields Post-Beta

lildobber13 — Mon, 21 Mar 2022 02:14:28 GMT

Great note! I have added it here for anyone interested in upvoting this!

https://community.hubspot.com/t5/HubSpot-Ideas/DocuSign-Custom-Fields-Post-Beta/idi-p/598177#M107247