Quote e-signature vs script blocker

Smart CRM & Sales Hub CRM
, , ,
1

I have found a similar, older post on https://community.hubspot.com/t5/CRM/Getting-signature-on-a-Quote-continues-verification-loop/td-p/732059 where people are having possible issues with cache, ad/script blockers and VPN. This is not my question though.

Our quotes’ e-signature seem to work fine, as long as the script blocker is not active. I would like to know if there’s a way to make it work despite script blockers, so we don’t have to ask every client to deactivate it?

Thank you.

2

Hi @FMontenegro, I hope that you are well!

Thanks for asking the HubSpot Community!
It’s great to see that you did some research before posting, really appreciated!
I’d love to put you in touch with our Top Experts: Hi @Wesimplifi_, @Lucila-Andimol and @HubDoPete do you have any insights to share with @FMontenegro, please?
Have a lovely day and thanks so much in advance for your help! :heart:
Bérangère

3

It’s a challenge when customer IT security blocks techniques used both for streamlining (such as Javascript assisted e-signature) and are used maliciously.

Here are a few workarounds we’ve used:

  • Ask the customer to permit their script blocker to allow your unique document URL.
  • Use an e-signature tool that relies less on Javascript, where each recipient receives a unique signing link (e.g. PandaDoc)
  • Download as PDF, email to the customer to sign/return, or print/sign/scan/return

Not ideal, but I hope these help.

best

Pete