topic Re: eSignature on Quote in APIs & Integrations

eSignature on Quote

BHooker — Mon, 24 Apr 2023 08:29:20 GMT

I are creating a quote for a deal using Custom Code on a workflow.

I have set the eSignature property hs_esign_enabled: true), but I'm getting an error "Pending Signature ([missing {{ numSignersCompleted }} value]/[missing {{ numSignersRequired }} value])" showing on the quote in the deals screen.

I assume there I have to set a property or an association that sets the list of people who need to sign the document, but I can't find anything in the API documentation for this.

If I "recall and edit" the quote through the UI, all I need to do is click the checkbox next to the contact email address for the "Required Signatures", save, and then the quote works perfectly. I know I'm close and probably just one "property name" away. 🙂

Can anyone point me in the right direction?

Screen shot from Quote block on the Deals screen

Re: eSignature on Quote

ChrisoKlepke — Mon, 24 Apr 2023 13:37:58 GMT

Hey @BHooker ,

I looks like that eSign is not supported when creating Quotes through the API endpoint according to the documentation

I assume not the message you wanted to hear, mate. I assume since it's mentioned within the same sentence as payment that HubSpot is using some third-party provider for that process and therefore doesn't offer that option. But again, I don't really know

Cheers,

Chriso

Re: eSignature on Quote

BHooker — Tue, 25 Apr 2023 05:26:35 GMT

Fingers crossed it has moved on since that statement.

It's pretty close if not supported. I can see the quote is fully populated and ready to go.

I'll keep working on it...

Re: eSignature on Quote

Guru_Capellera — Tue, 18 Jul 2023 11:29:03 GMT

Hi @BHooker !!

I'm at the same point. Have set the eSignature property hs_esign_enabled: true too, but I'm not able to sets the list of people who need to sign the document.

Do u find the solution?

Re: eSignature on Quote

BHooker — Fri, 24 Nov 2023 08:43:08 GMT

No solution yet.

Re: eSignature on Quote

SBeranek — Thu, 11 Jul 2024 12:43:17 GMT

More than halve a year has passed - does anybody now a solution to this problem ? My message is

"Pending signature ([missing {{ numSignersCompleted }} value]/1)" - I have set the required signers through association with type "HUBSPOT_DEFINED", 702 to one contact. The quote can be signed, afterwards the status goes to green. But before signing this message is visible

Re: eSignature on Quote

EWood-Malloy — Wed, 06 Nov 2024 17:01:32 GMT

Esignature is now available to be used however the ESign Completed Signatures property is still a read only property and is not setting this as default to 0.

Please can this either be made an editable property OR can it be changed to default to 0 on creation of a quote. I've checked and this doesn't hinder the quote itself. It can still be published and sent to a customer and signed. It would just be nice if this didn't look nasty on the deal!

Thank you