Submitting this idea on behalf of a customer here.
At the moment only predefined HubSpot fields can be used in DocuSign templates. This includes a range of properties across the objects of contact, company, or deal.
It would be really useful if we can take into account the ability to eventually map custom HubSpot properties as well. These custom properties account for the unique business context of the different customers and will be a time saver to improve their customer’s experience when filling out their information from Docusign with the auto-fill in place.
Badly needed upgarde to the integration.
We supply an application form to our candidates to gain much of their information. In order to capture and be able to report on the demographic information to further target our marketing activities, we currently need to manually enter the information from the docusign form into our HubSpot properties. Quite a bit of manual work on a 12 page document.
My client and I bought into HubSpot thinking that the integration with Docusign would be breezy (along with the custom properties mapping) and am so disappointed to find out that it is otherwise.
Just 17 mapped fields and we can’t add our own, so this seems like a “let’s put it there just for the sake of it” integration.
Blocker for our SMB and enterprise teams - diminishes integration capacity and makes it more time savvy to actually do the entire doc manually than have only a few fields populate and still have to do major manual work. Would love to see some progress on this update.
I received confirmation that Hubspot would not be putting any more effort
into this app - I was told that Docusign would need to create an app that
has these features and this is the direction that needs to be pushed with
our Docusign reps. I’ve had this discussion with my Docusign account manager
and they were bringing this to their Software team. It’s a shame that this
is not broadcasted more - the others that have this solution (like
HelloSign) have created their own App whereas this app was created by
Hubspot.
@RWinter That is unfortunate news, but thanks a lot for sharing! Rather strange that, with two companies invovled into this, the way to get updated info is via the message of an user, but it is what it is.
Bottom line seems that be that, since HubSpot and Docusing are throwing the responsibility around, if we want custom fields mapping we need to go with a different esignature app.
This is SORELY needed!
This could cut my weekly workflow time by at least 30%.
If anyone has a phone number or email for someone at DocuSign that we can reach out to in the hopes of driving this forward I will contact them weekly. @RWinter
To the frustration of European countries HubSpot “forgot” to include in the mapped fields of the DocuSign integration the “Company Country/Region” field. So for any legal doc like an NDA this integration is useless as the country of a company needs to be included. So yes this feature is hardly needed + a better global orientation of HubSpot looking beyond the 1 country USA approach !
