How To Upload A New Template Into Docusign

Use the DocuSign integration to create, customize, send and rail DocuSign envelopes from a contact, visitor or bargain tape in your HubSpot account.

Please note: you cannot sync information most contacts, companies, deals or documents between HubSpot and DocuSign.

Integration requirements

You lot must be a Super Admin or takeApp Marketplace permissionsin your HubSpot account.

Install the integration

Employ the search bar to locate and select the DocuSign integration.
In the upper right, click Install app.
Login to your DocuSign account.
When the integration is installed, y'all volition be redirected to your Connected apps page.

Use the DocuSign integration

Create and send documents

You can select an envelope template from your contact, company and deal records. When a template has been selected y'all can add together recipients and edit your field of study line and message.

In your HubSpot business relationship, navigate to contacts, companies or deals.
Click the name of a record.
In the correct panel in the DocuSign section, click Transport from a template .

Select your template, and then click Next.

In the side by side screen, customize your envelope:

1. Review documents in your envelope: verify the documents in your selected template.

2. Add together recipients to your envelope by searching your HubSpot contacts. When sending an envelope from a contact or bargain tape, the name and electronic mail of the recipient volition be motorcar-populated.

- Add recipients to your envelope.
- Click the + to add more than recipients.
- Click 10 to remove recipients.
- Select a Recipient type.

add-recipients-docusign
3. Customize the email message for your recipients: add together an E mail subject and Message for recipients. If you want to write a different bulletin for each recipient select the Custom email message for each recipient check box.

customize-message-docusign

Click Send to recipients.
If y'all'd similar to edit your certificate, click Edit documents. Then, click the Actions dropdown card to edit your document:
- Edit Message: edit the subject line and message that will accompany your document.
- Edit Recipients: edit the recipients that will receive the document.
- Edit Documents: edit the documents that will be sent to your recipients. You tin can upload new documents, utilize a template or upload from deject.
- Advanced Options: edit recipient privileges, set reminders, set an expiration date, and enable comments.
- Shortcut Keys: edit and set shortcut keys as an alternative to mouse controls to perform mutual actions on recipient fields.

When you are finished editing, click Recipient preview to preview the document.
To transport the document, click Ship.
When the document has been signed by the recipient the status on the contact, company or deal tape will alter to Completed.

Use HubSpot fields in your DocuSign template

You can insert HubSpot data, such every bit information from your contact, company, or bargain records, directly in to your DocuSign template. Only predefined HubSpot fields can exist used in your DocuSign templates and and fields added straight in the HubSpot embedded view willnot exist applied.

To utilize your HubSpot fields in DocuSign:

Log in to your DocuSign account.
Create a template in your DocuSign business relationship.
Select a HubSpot field and add it to your template. All HubSpot fields begin with HS.
Relieve your template.
Navigate to your HubSpot account and use your template.

Delight notation: data will only be populated for the object record that the template is beingness created from. For instance, if you're creating a template from the deal record, onlydeal backdrop will be populated.

Use DocuSign events to trigger workflow actions ( Marketing Hub, Sales Hub and Service Hub Professional and Enterprise)

You tin can trigger workflow deportment from DocuSign events in contact workflows.

In your HubSpot account, navigate to Automation > Workflows.
Click Create workflow.
Select Contact-based as your workflow type, then click Create workflow.
Click the Contact enrollment trigger to add an enrollment trigger. In the right panel, select DocuSign: Contact timeline consequence templateor select your ain enrollment triggers.

Once your enrollment triggers take been set, yous tin can add together actions.
To ship a DocuSign envelope, select Send DocuSign envelopein the workflow actions list. Select the User and Template.

send-workflow-envelope-docusign

When your workflow is turned on you lot may encounter some error letters:

The DocuSign workflow template does non have whatsoever placeholders or recipients.

You can resolve this error by navigating to your DocuSign template and ensuring you take the correct amount of placeholders or recipients added. This mistake relates to Contacts or Deals but.

The DocuSign workflow template does not take any recipients.

Y'all tin can resolve this mistake by navigating to your DocuSign template and ensuring y'all have the correct amount of recipients added. This error relates to Contacts only.

The DocuSign workflow template does not accept whatever documents fastened.

You tin can resolve this error by navigating to your DocuSign template and ensuring you lot have the correct documents added.

The number of deal contacts is more than then placeholders in template.

If the number of deal contacts is more than the number of placeholders in your template HubSpot volition cut off the contacts list to the placeholders size and add simply these contacts will receive the envelope. For instance, if you have three contacts and merely 2 placeholder on the template, only the first 2 contacts will be added. Please ensure that your template contains enough placeholders for the number of contacts yous wish to transport the envelope to.

Auto-population for deal contacts was limited to number of placeholders in your template. OR Your contact wasn't auto-populated every bit new recipient because template contains same email.

If the recipient e-mail is equal to the contact e-mail, HubSpot volition skip auto-populating contacts from the HubSpot record.

Manage your DocuSign settings

In your HubSpot account, click the settings settings icon in the primary navigation bar.
In the left console, navigate to Integrations > Connected apps.
Click on the DocuSign integration.

View your mapped fields

Navigate to the Mapped fields tab.
View a listing of your HubSpot properties and their corresponding DocuSign fields.

Add a HMAC security key

In the top right, click Actions > Add together HMAC security key.
In the pop-up window, enter your HMAC key and click Save changes.

DocuSign-HMAC-key

Change your connected DocuSign account

If you are a user in multiple accounts, all accounts will exist connected to HubSpot.

In the top right, click Actions > Change connected account.
In the pop-up window, click the Choose an account dropdown menu to select a different continued account.
Click Modify account.

Uninstall the DocuSign integration

In your HubSpot business relationship, click the settings settings icon in the main navigation bar.
In the left console, navigate to Integrations > Connected apps.
Hover over the DocuSign integration and click Actions > Uninstall.
In the pop-upwards window, type the required text and click Uninstall.

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