Sales Integrations

NLundgren
Member

Docusign Integration Custom Fields

SOLVE

I am looking for assistance on mapping custom hubspot properties to docusign so that they can be used to auto-fill in docusgin templates.

These are the default fields that autosync with docusign, I need to be able to add custom properties to docusign templates. How can this be achieved?

Screen Shot 2021-03-26 at 1.21.31 PM.png

3 Accepted solutions
TitiCuisset
Solution
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @NLundgren 

 

Thank you for your reply. I've reached out to the team and got more information on this. 

 

We've given you access to a public beta. With it, you should now be able to input your HubSpot CRM data directly into the DocuSign Template. The one catch is that custom fields can not be updated from within HubSpot, this needs to be done in the Docusign template to make any changes.

The steps to do this are:
1. Create a template in DocuSign
2. In the "Custom Fields" section of the left sidebar you can see HubSpot fields, you can put them in your template
3. When you use that template from HubSpot the appropriate data will be populated in those fields

 

Unfortunately, DocuSign doesn't allow us to populate values on embedded editing view, so custom fields should be placed in the template in the DocuSign app before using that template in HubSpot.

 

Hope that helps.
Have a lovely day,
Tiphaine.

 

 

EDIT June, 22

My apologies about the confusion here. After getting further clarification from the Product Team: 
* When talking about "Custom Fields" in the explanation above, it means "Custom fields" in relation to DocuSign and not HubSpot. When you're in the DocuSign template you'll find these custom fields on the left. Those are only HubSpot-predefined fields at the moment. 
* This is no longer in beta but live and can be found here

* More info in our knowledge base here

 

Thank you, 

Best

Tiphaine


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0 Upvotes
HubDoPete
Solution
Guide | Gold Partner
Guide | Gold Partner

Docusign Integration Custom Fields

SOLVE

This also might be worth considering on PandaDoc. Easy to populate text using variables or pre fill fields using merge fields

Please shout if you want any help on how to replicate what you need to do.

View solution in original post

LuciaDeNile
Solution
HubSpot Employee
HubSpot Employee

Docusign Integration Custom Fields

SOLVE

Our DocuSign integration is no longer in beta. It is now live and available to download from our App Marketplace . Predefined HubSpot fields are available to customise your DS templates. Fields customisable by the users are not yet available, but likely to be something we will add in the future

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45 Replies 45
MJamieson
Participant

Docusign Integration Custom Fields

SOLVE

How is this "SOON" going as its 11 months so far

0 Upvotes
LuciaDeNile
HubSpot Employee
HubSpot Employee

Docusign Integration Custom Fields

SOLVE

Hi @MJamieson , I checked in with the product team. Right now, there is no plan to implement further features on the DocuSign integration. I'll create a new IDEA and would encourage everyone to upvote it, then I can present it to the product team with some significant data. I'll post the idea link  in this thread shortly.

LuciaDeNile
HubSpot Employee
HubSpot Employee

Docusign Integration Custom Fields

SOLVE

Could you all upvote this idea? 

SOuazana
Contributor | Platinum Partner
Contributor | Platinum Partner

Docusign Integration Custom Fields

SOLVE

Hi Lucia, 

Even theses fields don't work in docusign. We upgraded to the business pro version of Docusign but still don't see any field mapped when editing a contract in Hubspot through the integration. 

Any info about this please ? 

Thank you

 

Sandra Ouazana
ClowninAround
Participant

Docusign Integration Custom Fields

SOLVE

I am in the same situation. The fields do not populate on the DocuSign template.

Can this issue be rectified?

TitiCuisset
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @SOuazana @ClowninAround 

 

Thank you for reaching out. 

 

Can you confirm you're following these exact steps to use HubSpot fields in DocuSign? Fields added directly in the HubSpot embedded view will not be applied. 

 

If you do follow these steps, I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and specific examples about this.

 

Thank you!

Best

Tiphaine


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0 Upvotes
Laurenz
Participant

Docusign Integration Custom Fields

SOLVE

Hello! When will the feature with the custom fields sync between hubspot and docusign be available? 

 

That's a big need!

KevinCiesielski
Participant

Docusign Integration Custom Fields

SOLVE

Super not so great we had custom fields in the beta and now they are gone. Client super not happy with this reversion. Any timeline for adding in the functionality.

HubDoPete
Solution
Guide | Gold Partner
Guide | Gold Partner

Docusign Integration Custom Fields

SOLVE

This also might be worth considering on PandaDoc. Easy to populate text using variables or pre fill fields using merge fields

Please shout if you want any help on how to replicate what you need to do.

FAragon
Member

Docusign Integration Custom Fields

SOLVE

HI,

Are the default 17 "mapped fields" between Docusign and Hubspot the only ones that can be used or can we add additional custom fields as can be done with Pandadoc?

 

Thank you,

0 Upvotes
TitiCuisset
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @FAragon 

 

Thank you for reaching out. 

 

We have a beta for the DocuSign integration in which you can create HubSpot Custom Fields in DocuSign - if you're interested I'd advise connecting with HubSpot Technical Support and giving them your HubID so they can request access for you.

 

Thank you

Best

Tiphaine


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0 Upvotes
PGodoy
Member

Docusign Integration Custom Fields

SOLVE

Hi Tiphaine,

I would like to know what I need to do to be included in this beta to
create new custom fields in Docusign

Thanks antecipated

0 Upvotes
TitiCuisset
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @PGodoy 

 

Thank you for reaching out. 

 

I'd advise connecting with HubSpot Technical Support, give them your HubID and they will be able to make the request for you to be added in the beta. 

 

Thank you!

Best

Tiphaine


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0 Upvotes
AOConnor
Member

Docusign Integration Custom Fields

SOLVE

Hi, any updates here as the functionality appears quite limited in terms of adding  new mapped fields?

0 Upvotes
PGodoy
Member

Docusign Integration Custom Fields

SOLVE

Hi Everybody,

 

I´m in this same sotiation. 

I have a order form in docusign and the informations for most of the fields of this document must be filled by custom informations that come from hubspot.

My problem is because this fields doesn´t appear in the hubspot integration with docusign.

 

Any help?

 

Tks antecipated

0 Upvotes
TitiCuisset
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @AOConnor 

 

Thank you for your reply. 

 

I see you've opened a ticket with HubSpot technical support as your subscription includes it - they'll be better able to help you and investigate further on that!

 

Thank you

Best

Tiphaine


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0 Upvotes
TitiCuisset
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @NLundgren 

 

Thank you for reaching out. 

 

I want to share with you this article on this that explains how to use HubSpot custom fields in the docusign templare. Does that help? 

 

To view your mapped fields, you navigate to the Mapped fields tab. You will see a list of your HubSpot properties and their corresponding DocuSign fields.

 

Thank you

Best

Tiphaine


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Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

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NLundgren
Member

Docusign Integration Custom Fields

SOLVE

Hi Tiphaine,


I had seen that article but it doesn't cover custom HubSpot fields other than what imports by default. Any additional instructions there would be great.

0 Upvotes
TitiCuisset
Solution
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @NLundgren 

 

Thank you for your reply. I've reached out to the team and got more information on this. 

 

We've given you access to a public beta. With it, you should now be able to input your HubSpot CRM data directly into the DocuSign Template. The one catch is that custom fields can not be updated from within HubSpot, this needs to be done in the Docusign template to make any changes.

The steps to do this are:
1. Create a template in DocuSign
2. In the "Custom Fields" section of the left sidebar you can see HubSpot fields, you can put them in your template
3. When you use that template from HubSpot the appropriate data will be populated in those fields

 

Unfortunately, DocuSign doesn't allow us to populate values on embedded editing view, so custom fields should be placed in the template in the DocuSign app before using that template in HubSpot.

 

Hope that helps.
Have a lovely day,
Tiphaine.

 

 

EDIT June, 22

My apologies about the confusion here. After getting further clarification from the Product Team: 
* When talking about "Custom Fields" in the explanation above, it means "Custom fields" in relation to DocuSign and not HubSpot. When you're in the DocuSign template you'll find these custom fields on the left. Those are only HubSpot-predefined fields at the moment. 
* This is no longer in beta but live and can be found here

* More info in our knowledge base here

 

Thank you, 

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
KMoe
Member

Docusign Integration Custom Fields

SOLVE

Hi Tiphaine,

 

I can't seem to find those mapped fields from HubSpot in DocuSign for some reason. Any ideas?

 

Thanks 

Karl.

0 Upvotes
TitiCuisset
Community Manager
Community Manager

Docusign Integration Custom Fields

SOLVE

Hi @KMoe 

 

Thank you for reaching out. 

 

I can see you have a ticket opened with HubSpot Technical Support, as your account have accessed to technical support - they will be better able to investigate further and help you on that. 

 

Thank you!

Best

Tiphaine


Saviez vous que la Communauté est disponible en français?
Rejoignez les discussions francophones en changeant votre langue dans les paramètres !

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0 Upvotes