It is extremely important for this to be implemented. When creating a HubSpot quote and enabling E-Signature, we do not want our reps to have to manually turn on countersigning OR need to select who the countersigner will be. Our reps will not countersign quotes or service orders. We need a way to A) Enforce countersignature, and B) Enforce who the countersigner is. An optimal approach would be a global setting to enforce countersignatures on quotes, and a countersigning ability permission at the user level.
Somehow, his is still an issue (or i haven’t seen a resolution).
Being able to limit who can countersign, customise the number and display of “Verification” emails is quite important. Getting so many emails about a quote, which half the time, you don’t know which quote you’re verifying yourself for is a pain.
The system for quote approvals is getting better, hopefully, countersigniture can follow suit!
Hi all! I am the product manager for Commerce Hub Quotes and am happy to mark this request as delivered! We’ve added the ability to set countersignature at the quote template level as part of HubSpot’s CPQ tools. Try it out and let us know if you have any feedback or suggestions for further improvement.