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Sage Construction Management Ideas Portal
Status Future consideration
Created by Marc Macialek
Created on Apr 11, 2024

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag.


Often the person signing a subcontract is not the primary contact for the company. It would be helpful if Docusign tags for name and position were available. The way it often works is that Docusign sends the contract to our primary contact, who forwards it to his boss/owner to sign the contract.


It would also be helpful if Docusign tags for general text fields were available. In our state, the subcontractor's license number, state, and county should be noted on contracts.


I've looked at the Docusign API documentation, and it seems like all of these things should be possible, but it's not integrated into the the Sage platform.

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