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? [image]

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

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.

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

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

I am in the same situation. The fields do not populate on the DocuSign template. Can this issue be rectified?

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

How is this “SOON” going as its 11 months so far

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.

Hi Lucia- Any update on customizable fields for field mapping docusign templates?

My HS custom fields are not syching with contact or company info in CRM? Any suggestions as to why?

I see the issue, When I create a Docusign from Company it populates the fields, but does not populate contact fields…does it not recognize the contact and company association?

Best bet is to drop docusign and move to panda docs if you want to utilize the integrations custom fields in HS for Esign. Docusign is super super limited it’s insane

Docusign Integration Custom Fields

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LuciaDeNile May 11, 2022, 10:02am 27

Could you all upvote this idea?

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Docusign Integration Custom Fields

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