topic Re: E-sign from quote in Sales Integrations

E-sign from quote

SAnzolut — Wed, 19 Jan 2022 14:20:52 GMT

Hi,

This might be a longshot, but I'll give it a try anyway. I've seen that HubSpot's e-sign feature is powered by HelloSign. This allows to directly sign from a quote. Now my question would be whether it is possible to achieve a similar functionality with a third-party integration to sign directly from a quote. Where such an action button "sign" can be placed/created in a quote.

Would anyone be able to point me in the right direction, or provide some generic guidance?

Cheers

Re: E-sign from quote

TitiCuisset — Fri, 21 Jan 2022 09:51:20 GMT

Hi @SAnzolut

Thank you for reaching out.

I want to tag some of our experts on this - @himanshurauthan @Josh @GrantCarlile do you have any recommendation for @SAnzolut on this?

Thank you!

Best

Tiphaine

Re: E-sign from quote

himanshurauthan — Thu, 27 Jan 2022 04:10:26 GMT

Hello @SAnzolut,

So the HubSpot account has some limit of e-sign based on your subscription and number of users, for more details you can check the documentation.

Hope this helps! 🙂

Re: E-sign from quote

SAnzolut — Thu, 27 Jan 2022 09:11:59 GMT

Hi @himanshurauthan,

Thank you for your reply. I assume my question was not very clear, let me try to specify. I split up my question into two smaller ones.

Rather than using the exisiting HelloSign implementation with the limitations you mentioned. I was wondering whether this e-sign functionality be modified or replaced with another third-party API integration.

Question 1:

My current assumption is that HubSpot's e-sign implementation powered by HelloSign cannot be easily modified/extended/replaced by any other third-party integration. Is this assumption correct?

Use case:

I would like to have a custom button inside a quote, ideally replacing the button "Sign".

As described in the documentation you mentioned: "At the bottom of the quote, click Sign."

API integration question (Question 2):
With this assumption it would follow that actions directly from a quote (i.e. button with a custom action) would not be possible. Is this assumption correct?

Would you be able to give insights or point me in a direction for further research?

Thanks again.

Re: E-sign from quote

himanshurauthan — Wed, 02 Feb 2022 05:31:44 GMT

Hello @SAnzolut,

I didn’t find any way to change the e-sign button, but I think it can be changed. I would recommend contacting the HubSpot support team they will help you out better.

Regards,

Re: E-sign from quote

SAnzolut — Thu, 03 Feb 2022 08:52:20 GMT

Thanks a lot @himanshurauthan.

Re: E-sign from quote

himanshurauthan — Fri, 04 Feb 2022 04:45:54 GMT

Glad to help!!! 🙂

Re: E-sign from quote

KingdomSeeker — Mon, 07 Feb 2022 17:06:23 GMT

Is there any way to skip the e-signature email verification step? Having a lot of issues with this process. Thank you for your help!

Re: E-sign from quote

TKL — Tue, 16 Aug 2022 20:22:06 GMT

Hi @SAnzolut , Just saw your question, Hope my response is not too late..

From what i understand, you're looking for a few distinct features:

1. Third party e-sign capability: e.g., docusign, pandadocs, adobe-esign, etc.

2. Being able to create an automation (you asked for a button in the quote, and i assume its really ease of signing you're looking for).

3. Automation: take actions to automatically update fields in a Sales Hub record: such as "pipeline stage" upon a customer signing a quote.

There could be more that i may have missed. In any case, for 1, and 3 above, Mobileforce CPQ available from the Hubspot App Marketplace provides the requested capability.. something to check out?

If you're at #inbound22, we'll be presenting and would love to meet or see you at our session: Quote Fast, Close Faster.

Re: E-sign from quote

kvlschaefer — Wed, 17 Aug 2022 19:25:33 GMT

Thanks for sharing, @TKL! 🙂

Re: E-sign from quote

RenatoHaidamous — Thu, 01 Sep 2022 15:32:16 GMT

Hi @SAnzolut

ZapSign recently launched a free app on Hubspot Marketplace that allows you to send quotes to e-signature. Give it a try!

https://app.hubspot.com/ecosystem/21139751/marketplace/apps/productivity/workflow-automation/zapsign-969268

Best,

Renato

Re: E-sign from quote

DianaGomez — Mon, 05 Sep 2022 21:16:48 GMT

Hi @RenatoHaidamous hope you are doing well 🙂

Thanks for sharing,

Diana