This was such a short sight when Hubspot created this integration. Users need the ability to create custom fields to map to their agreements and have the ability to pull from the Deal Section, the Contact section, AND, the Company section. Not being able to pull from all sections when pulling together the data is incredibly frustrating and at this point, I was told to create duplicate fields in the deal section from a Hubspot staffer as a solution with workflows to automate. This feature will save all sales administrators many hours and free up their time to focus on other tasks that may be more valuable. Or if this is a sales rep who is performing this task, think of how many more sales they can get to without having to manually do the leg work of using DocuSign. I have discussed this with many colleagues on Pavillion (which I am a member of and many are sales organizations) and this is one of the reasons why they don’t go with Hubspot. We have a contract with SpringCRM so we can’t use another provider like Pandadoc - Docusign eSignature is our only option.
I feel like Hubspot may not be seeing many uplifts on this because they are missing out on the opportunity to add more customers on their platform with this feature missing - those of us who are here already are here and are stuck with the products released as they are. This one was hyped up to us in a way that was not clear so this issue has to be fixed!