Sales Integrations

lildobber13
Participant

DocuSign Custom Fields Post-Beta

SOLVE

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 huge 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.

0 Upvotes
1 Accepted solution
PamCotton
Solution
Community Manager
Community Manager

DocuSign Custom Fields Post-Beta

SOLVE

Hello @lildobber13 , 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Kindly,

Pam


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2 Replies 2
PamCotton
Solution
Community Manager
Community Manager

DocuSign Custom Fields Post-Beta

SOLVE

Hello @lildobber13 , 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Kindly,

Pam


Join us on March 27th at 12 PM for the Digital Essentials Lab, an interactive session designed to redefine your digital strategy!
Engage with expert Jourdan Guyton to gain actionable insights, participate in live Q&A, and learn strategies to boost your business success.
Don't miss this opportunity to connect and grow—reserve your spot today!

lildobber13
Participant

DocuSign Custom Fields Post-Beta

SOLVE

Great note! I have added it here for anyone interested in upvoting this!

 

https://community.hubspot.com/t5/HubSpot-Ideas/DocuSign-Custom-Fields-Post-Beta/idi-p/598177#M107247

0 Upvotes