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ABeian
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Member since ‎Sep 3, 2021
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Andrewyaprs on September 02, 2021
HubSpot - Docusign Integration: Custom Properties mapping to Docusign template
Submitting this idea on behalf of a customer here. At the moment o nly predefined HubSpot fields can be used in DocuSign templates. This includes a range of properties across the objects of contact, company, or deal. It would be re read more
Reply Idea Integrations
24 upvotes
12 Replies
ABeian
Participant
September 22, 2022
@RWinter That is unfortunate news, but thanks a lot for sharing! Rather strange that, with two companies invovled into this, the way to get updated...read more
Solved
jdtingay on September 20, 2021
Count of Closed/Won sales deals
I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors read more
Reply Discussion Enterprise Workflows
2 upvotes
10 Replies
kvonloesecke
Community Manager
July 29, 2022
Thanks for sharing, @ABeian !
ABeian on July 05, 2022
Customizable rules for properties edit restriction
Right now we can set which users/teams can edit which properties overall. And, currently in Beta, we can also restrict properties visibility. But we need to also have the options to allow specific users/teams to: 1. Edit a property only "X" tim read more
Reply Idea Properties
0 upvote
0 Reply
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