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Maddie2W
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Maddie2W on September 18, 2024
Docusign integration - can't see "create from template" option
I have my Docusign account connected to Hubspot and can see the integration in the middle pannel on my contacts. However, I can only see the option to create a new envelope, not to create an envelope from a template. Every article I read from Hubspo read more
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0 upvote
8 Replies
Maddie2W
Member
October 03, 2024
Thanks, Kennedy. Can you be more specfic about where I can find actions > change connected account? I don't see this option anywhere in the middle...read more
Maddie2W on September 18, 2024
Docusign integration - can't see "create from template" option
I have my Docusign account connected to Hubspot and can see the integration in the middle pannel on my contacts. However, I can only see the option to create a new envelope, not to create an envelope from a template. Every article I read from Hubspo read more
Reply Discussion Contacts
0 upvote
8 Replies
Maddie2W
Member
October 03, 2024
Thanks, Kennedy. Can you be more specfic about where I can find actions > change connected account? I don't see this option anywhere in the middle...read more
Maddie2W on September 18, 2024
Docusign integration - can't see "create from template" option
I have my Docusign account connected to Hubspot and can see the integration in the middle pannel on my contacts. However, I can only see the option to create a new envelope, not to create an envelope from a template. Every article I read from Hubspo read more
Reply Discussion Contacts
0 upvote
8 Replies
Maddie2W
Member
October 03, 2024
Thanks, Kennedy. Can you be more specfic about where I can find actions > change connected account? I don't see this option anywhere in the middle...read more
Maddie2W on September 18, 2024
Docusign integration - can't see "create from template" option
I have my Docusign account connected to Hubspot and can see the integration in the middle pannel on my contacts. However, I can only see the option to create a new envelope, not to create an envelope from a template. Every article I read from Hubspo read more
Reply Discussion Contacts
0 upvote
8 Replies
Maddie2W
Member
October 03, 2024
Thanks, Kennedy. Can you be more specfic about where I can find actions > change connected account? I don't see this option anywhere in the middle...read more
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