Introduction

CloudFiles eSignature integration allows you to automatically send generated documents from HubSpot for signing using DocuSign. You can define recipients, place signing and input fields directly in your templates and trigger signing as part of your document generation and e-ign flow.

This section is divided into 2 sub-sections

  1. DocuSign Integration (Setup)- Learn how to connect your DocuSign account with CloudFiles in HubSpot to enable eSignature for document generation.
  2. DocuSign Field Integrations- Learn how to use Signature, Text and Date Signed fields in Word templates and assign them to recipients.