I know the DocuSign Integration is available for HubSpot and overall it works well; however, there is no way to add Custom Fields. We have a contract 99% complete; however, one field that is not available is Contact Phone Number, which seems like a miss.
Any update when Custom Fields could be expanded? I know the recommendation is PandaDocs; however, we found their interface to be clunky, and the integration also didn't seem as functional as we needed.
Hey @lildobber13 I believe you're looking for custom fields (from hubspot objects) to be sent through to Docusign, if this is in the context of Sales Quotes, then yes, Mobileforce CPQ (available on Hubspot Marketplace) provides the ability to pass custom hubspot fields through the quote, to Docusign (or for that matter, Pandadocs, or Adobe sign). If this path (through quotes) is an option, happy to discuss more.
Best
TK
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