Auto-populate "Customize your envelope" Modal from Contact or Deal Record
Participants in the HubSpot-built app for DocuSign beta can now auto-populate the "customize your envelope" model with a recipient name and email from deal or contact records.
When sending an envelope from a contact or deal record, the name and email of the recipients that you wish to add to this envelope will be auto-populated, saving you time.
This update is now available for participants of the DocuSign beta. Contact your CSM to learn more.