topic Re: DocuSign Integration in Tickets & Conversations

DocuSign Integration

TMcGinnis2 — Mon, 28 Mar 2022 15:09:05 GMT

Has anyone used the docusign integration from a service ticket standpoint?

the integration only works on a contact, company, or deal object which seems great for salespeople, but I am interested in using this for service tickets.

Do I have to keep changing screens?

I think the integration should be available directly from the service ticket screen as it seems very cumbersome to use currently.

If anyone has any suggestions, please let me know.

Thanks all.

Re: DocuSign Integration

JenWeiss — Tue, 29 Mar 2022 19:07:48 GMT

Hi @TMcGinnis2 ,

Thank you for reaching out to us!

At the moment only predefined HubSpot fields can be used in your DocuSign templates. This article here explains more how to use HubSpot custom fields in the docusign template

The integration is able to create, customize, send and track DocuSign envelopes from a contact, company, or deal record in your HubSpot account.

With that being said, we understand the importance of making improvements on the applications and we would suggest leaving feedback on the Docusign Marketplace app page.

I would like to tag in some of our experts to get their insight on this. @HubDoPete, @himanshurauthan and @johnelmer, have any of you seen Docusign used for service tickets?

Best,
@JenWeiss

The Docusign

Re: DocuSign Integration

TMcGinnis2 — Wed, 30 Mar 2022 11:46:40 GMT

I understand only predefined HubSpot fields can be used in your DocuSign templates, but the integration is not available on the service ticket screen. This integration would be more useful if it was on the service ticket screen and could then be used to send quotes and other documents to customers from the ticket screen., Currently you would have to open your ticket, see the ontact, then navigate to the contacts screen where the integration is available and send your document.

I am wondering how others may have used the integration with thgeir service tickets and if they found ways to streamline the process.

Re: DocuSign Integration

himanshurauthan — Fri, 01 Apr 2022 11:40:26 GMT

Unfortunately, 😥 the HubSpot Integration with DocuSign can only be used for contacts, companies, and Deals as of now.

Re: DocuSign Integration

CGooley — Fri, 15 Apr 2022 15:57:14 GMT

Hubspot partner here, our clients are asking for this as well. It would be great if they could associate a docusign with a ticket.

Re: DocuSign Integration

amadhiya — Mon, 05 Sep 2022 07:30:12 GMT

I will be happy to reply to this article as I have great news for all the HubSpot Customers using DocuSign, PandaDoc or HelloSign.

We know preparing Documents inside these platforms takes time when it comes to the complexity so we are building solutions for this.

We already have created API Integration with HubSpot to DocuSign, HubSpot to PandaDoc and HubSpot to HelloSign.

We are building HubSpot App which will support all the custom properties and all the custom objects with all these eSign platforms.

Freel free to get in touch for more discussion about this.
@TMcGinnis2 @CGooley @JenWeiss