Hello! When will the feature with the custom fields sync between hubspot and docusign be available?
That’s a big need!
Hi Lucia,
Even theses fields don’t work in docusign. We upgraded to the business pro version of Docusign but still don’t see any field mapped when editing a contract in Hubspot through the integration.
Any info about this please ?
Thank you
I am in the same situation. The fields do not populate on the DocuSign template.
Can this issue be rectified?
Thank you for reaching out.
Can you confirm you’re following these exact steps to use HubSpot fields in DocuSign? Fields added directly in the HubSpot embedded view will not be applied.
If you do follow these steps, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and specific examples about this.
Thank you!
Best
Tiphaine
How is this “SOON” going as its 11 months so far
Hi @MJamieson , I checked in with the product team. Right now, there is no plan to implement further features on the DocuSign integration. I’ll create a new IDEA and would encourage everyone to upvote it, then I can present it to the product team with some significant data. I’ll post the idea link in this thread shortly.
Could you all upvote this idea?
Hi Lucia-
Any update on customizable fields for field mapping docusign templates?
My HS custom fields are not syching with contact or company info in CRM? Any suggestions as to why?
I see the issue, When I create a Docusign from Company it populates the fields, but does not populate contact fields…does it not recognize the contact and company association?
Best bet is to drop docusign and move to panda docs if you want to utilize
the integrations custom fields in HS for Esign.
Docusign is super super limited it’s insane
Seems like this is still the case. Completely unworkable between DocuSign + HubSpot. Switched to PandaDoc!
Hi. Custom fields are not supported by this integration unfortunately
Hi there,
It would be really great to get customisable mapped fields for this integration. Is this in the dev roadmap at all?
Thanks,
Tom
Not on the roadmap yet.
Can you put it in the roadmap? The automation is next to useless when we can’t get the data we need to populate the contracts. Also, half of the standard mapped fields don’t actually work, so making workflows that work around this deficiency is also impossible.
BOOOO this is super basic. Totally got to get this done, what other integrations support this? No use in using docusign if you cant do custom fields unless there are SUPER basic requirements.
Has there been any update on adding Custom Fields to DocuSign? I noticed there is no field for a Contact Phone Number which seems extremely odd, especially for any business that is B2C where we don’t have a Company Phone Number?
We have a workflow automation set up in HubSpot that includes an action to send a DocuSign document (integrated).
When this action occurs - the DocuSign document (a saved template) comes through but does NOT have the “Sign Here” field highlighted. (It does allow for signature by a drag and drop from the FIELDS on the left hand side, but does not have an option to “START” and sign by clicking through.)
When we send this same template document directly and manually from DS - the fields come through.
We have spoken to HubSpot and tested both ways. We sent the doc through HS automation and manually from DocuSign and they experienced the same problem on their end.
Hubspot suggested we reach out to you since the integration was built by DocuSign.
Can you please assist? Is there something we need to do on our template/DocuSign side to “lock in” those Sign Here fields and make sure they come through the integration? We want the START option to “walk through” our clients on signature and FINISH option at the end.
Would love some final clarity. Is this a limitation of the integration and we need to find a different solution?
Not asking about created custom fields, or mapping of existing information - simply needing the SIGN HERE yellow highlighted indicator we see with docusign when sent from there manually.
Hello Anya,
I received your email.
“We sent the doc through HS automation and manually from DocuSign and they experienced the same problem on their end.” This integration is built by HubSpot, so if there is an issue with the signing field, it should be looked on our end.
Have you opened a ticket with our Support team? Please send me your email address so we can continue this conversation.