# Working with Docusign

**URL:** <https://community.hubspot.com/t/working-with-docusign/80834>\
**Category:** Marketplace Apps\
**Tags:** workflows, crm, marketing, sales\
**Created:** [May 9, 2023, 2:52pm UTC](https://community.hubspot.com/t/working-with-docusign/80834 "2023-05-09T14:52:34Z")\
**Posts on this page:** 1\
**Showing post:** 6

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**Author:** ![GLePage](https://avatars.discourse-cdn.com/v4/letter/g/e9c0ed/32.png) [@GLePage](https://community.hubspot.com/u/GLePage)\
**Post date:** [May 10, 2023, 10:02pm UTC](https://community.hubspot.com/t/working-with-docusign/80834/6 "2023-05-10T22:02:56Z")

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Hey @SeanPBurton ,

We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when they are signed (or not signed). It took a long time to figure out how to make it work, so I’m not surprised you’re experiencing difficulty, and it does have some limitations.

1. As @ABokeria said, you must create a template in Docusign and then select and assign the recipient details correctly so the contact in the workflow is the recipient. This means anyone within the workflow will be sent the contract. I think (and it was a while ago) you will need to create the Template in DocuSign and assign the appropriate fields (like contact name, email etc) in Docusign, but then assign them again in Hubspot. I have found there are limitations with the fields that will automatically fill from HubSpot to DocuSign (some fields just won’t work, and custom fields are not supported - the basics name, email phone number do work).

3. You can also trigger a workflow depending on the status of the Docusign (signed, unsigned, sent etc), but I found this was not intuitive at all either, and you need to manually type in the envelop status (there’s no dropdown), in this case it is “Completed”

 ![Screenshot 2023-05-11 at 7.53.15 am.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/9/0/908cc8ef6a12009d7643b0dfe877f5aab5b47827.png)

I hope this helps point you in the right direction. With the addition of custom field mapping (a feature I have requested), I would be able to fully automate the process of sending a contract, and prefilling all details. As it stands I still have to copy and paste some details from HubSpot into the contract when it is sent from Docusign for me to execute.

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_[View the full topic](https://community.hubspot.com/t/working-with-docusign/80834)._