Auto-populate "Customize your envelope" Modal from Contact or Deal Record

JoeMayall

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.

 

For deal records, multiple contacts can be auto-populated to the envelope.

This update is now available for participants of the DocuSign beta. Contact your CSM to learn more.

 

HubSpot updates
Mar 1, 2021

Hey team, commenting on the thread on behalf of a customer as it'll also be great for use-case to populate HubSpot custom properties onto fields in Docusign! 😊

4 Replies
Status updated to: In Beta
JoeMayall
HubSpot Alumni
 
FelipeFelix
Top Contributor

Hey Joe! Nice to know about that 🙂

Would be great if we could use HS custom properties to fill fields in DocuSign. Right now my company is trying to develop a custom integration because my Sales team needs to fill a lot of fields manually.

 

Best,

Felix

carinafoo
HubSpot Product Team

Hey team, commenting on the thread on behalf of a customer as it'll also be great for use-case to populate HubSpot custom properties onto fields in Docusign! 😊

ABailly
Member

if company and contact have been added to a deal - those field should be pre-populated in docusign when you choose to send a document/enveloppe from docusign via the integration - at this point of time it will only prepopulate field built in deal - which are not Ideal meaning we have to create worflow to duplicate information already in the system - which are also linked when it comes to activities,.... but notlink for the integration -