Create and edit DocuSign envelopes in HubSpot

After connecting HubSpot and DocuSign, you can create DocuSign envelopes in HubSpot from scratch and add contact, company, and deal information from your records to your documents. To use the DocuSign envelope editor, connect HubSpot and DocuSign, then add the DocuSign integration card to the middle column of your records. 

Create and send DocuSign documents

You can create and send DocuSign documents from your contact, company, and deal records.

• In your HubSpot account, navigate to your contact, company, or deal record. 
  • In your HubSpot account, navigate to CRM > Contacts.
  • In your HubSpot account, navigate to CRM > Companies.
  • In your HubSpot account, navigate to CRM > Deals.
• Click the name of a record.
• In the DocuSign integration middle card, click Add from template. 
• In the right panel, click the DocuSign account dropdown menu and select the DocuSign account.
• Click the Use a template dropdown menu and select an existing template, or select Without template to start from scratch. 
  
  • If you selected an existing template, review any attached documents.
• Click Create envelope. 
• On the Documents tab, review the attached documents. You can also upload documents from your computer.
  • Click Add document and select Browse files to add a file from the file manager, or Choose existing attachments to add attachments from the record. 
• On the Recipients tab, choose recipients to receive the envelope.
  • Select which company and deal records you want to use the data from on the envelope. 
  • In the Basic information section, review the recipient's details such as their name, email, recipient type, and identity verification. 
  • Click Add new recipient and add any details for other recipients. 
  • In the Document fields section, review any HubSpot suggested values for 
• On the Message tab, write a message for your recipients to read.
  • Click to toggle the Custom email and language switch on to choose the language and customise the message the recipient(s) receives.
    • Click the Language dropdown menu and select a language.
    • Enter the Email subject and Email body. 
• On the Review tab, review the DocuSign document. 
• Click Send an envelope to send the document.