topic Re: Automating Documents to sign in Third-Party Apps

Automating Documents to sign

REnsor — Mon, 28 Oct 2024 10:06:13 GMT

Hello, I was hoping to use the native 'quotes' in sales hub to sent out for e-sign but quickly learned there is no way to automativally sent these out to a contact following a form submission (if there is, please let me know!!)

So i have started looking at plugins from the marketplace, but pricing seems to be all over the place, and the main thing i need is just the automation piece as we have e-sign in the hubspot native quotes?

Re: Automating Documents to sign

Gaurav_Aggarwal — Mon, 28 Oct 2024 10:20:32 GMT

Hey @REnsor

I guess It is simple you can create a workflow if the form is submitted send an email with the quote link attached whey they can sing the quotes:

Re: Automating Documents to sign

REnsor — Mon, 28 Oct 2024 10:24:43 GMT

How do you attach a quote link to the email? I can't seem to find that when building a template email

Re: Automating Documents to sign

Gaurav_Aggarwal — Mon, 28 Oct 2024 11:16:46 GMT

@REnsor

When you click on create a email here:

Click insert link and select URL type as link add your quote URL and you can add Link text also like Sign this quote etc.

Re: Automating Documents to sign

REnsor — Mon, 28 Oct 2024 11:40:27 GMT

But there is no way to automate wqho the quote is assosiated to? the URL for each quote would change and still need to be manually added right?

Re: Automating Documents to sign

Gaurav_Aggarwal — Mon, 28 Oct 2024 12:10:22 GMT

@REnsor

I didn't understand your point here. Can you explain in more detail what you are actually trying to do?