Hi!
I would like to underastand if there is a possibility to ovverride the standard notification and expiration days from a docusign envelope which is being sent using hubspot.
Docusign allows the user to edit this setting per envelope being sent.
Hi!
I would like to underastand if there is a possibility to ovverride the standard notification and expiration days from a docusign envelope which is being sent using hubspot.
Docusign allows the user to edit this setting per envelope being sent.
There is currently no clear way to override DocuSign reminder and expiration settings when sending envelopes directly from HubSpot’s native DocuSign integration, because HubSpot doesn’t expose those advanced notification options.
while DocuSign itself does support custom reminder and expiration settings through its API by using the notification object and enabling the “Allow senders to override account defaults” setting in the DocuSign Admin panel. This means the only reliable method is to use a custom integration: trigger DocuSign’s API from HubSpot (or a middleware), include your chosen reminder and expiration values in the API request, and ensure your DocuSign account allows overrides. Without custom development, the built-in HubSpot → DocuSign functionality cannot modify these settings.