E-sign from quote

Apps Third-Party Apps
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1

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

2

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

3

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,

4

Thanks a lot @himanshurauthan.

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Glad to help!!! :slightly_smiling_face:

6

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! :slightly_smiling_face:

7

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.

8

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!

9

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.

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Thanks for sharing, @TKL! :slightly_smiling_face:

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Hi @SAnzolut

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

Best,

Renato

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Hi @RenatoHaidamous hope you are doing well :slightly_smiling_face:

Thanks for sharing,

Diana