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Docusign support is very poor and either allows multiple roles or custom fields, but not both

rsayad

Member
When using Docusign in pabbly, you can "Create a signature for a template". This allows multiple names, emails, and roles that can be comma separated. But the custom fields do not appear and you have to manually fill them in during the signing of the document.

If you use "Create signature request", you can specify all the fields, but it will only work when you only have one role. You can't use this feature when you have multiple roles.

How do I get both... the ability to use multiple roles, and to map custom fields (tags / text) to the fields that belong to each role?

Please do not tell me to make a curl request. Docusign locked down all api calls and you can't make curl requests anymore without a developer account, integration keys, and following the auth 2 flows.
 

Preeti Paryani

Moderator
Staff member
Pro Member
Hello @rsayad,

We’ve escalated your request to our technical team, and they are currently reviewing it.

Please allow us some time to investigate further. We will update you as soon as we receive any developments.

Thank you for your patience.
 
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