I wanted to let everyone know our Product team is currently exploring this capability with a private Beta. All future news and development will be relayed through this thread, so stay tuned here!
I'm happy to report the DocuSign integration is now in open beta. If you'd like to gain access, please contact your HubSpot point of contact (CSM, Customer Support).
would love to see data sync between the integrations, such as the relevant known information about the contact and associated deal to be filled out on the envelope that is sent via a workflow.
As Mcracin says, It would love too, to see data sync between the integrations, such as the relevant known information about the contact and associated deal to be filled out on the envelope that is sent via a workflow.
Not sure if this related to this request, but it would be super helpful if the "signing date" and "create date" would be visible in separate properties. This would enable me to filter on contracts sent in a specific time range or create a dashboard with amount of agreements created per month. Is this already on the roadmap?
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.