# Sending automated HelloSign template

**URL:** <https://community.hubspot.com/t/sending-automated-hellosign-template/38170>\
**Category:** Lists, Lead Scoring & Workflows\
**Tags:** workaround, workflows, professional, object\
**Created:** [May 31, 2021, 2:16pm UTC](https://community.hubspot.com/t/sending-automated-hellosign-template/38170 "2021-05-31T14:16:47Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![EbarakHossain](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ebarakhossain/32/18191_2.png) [@EbarakHossain](https://community.hubspot.com/u/EbarakHossain)\
**Post date:** [May 31, 2021, 2:16pm UTC](https://community.hubspot.com/t/sending-automated-hellosign-template/38170/1 "2021-05-31T14:16:47Z")

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Hey Folks,

I need to send a HelloSign template (contract) automatically when a deal reaches a specific stage. For example, a deal reaches the “Contract Sent” stage and the client (deal contact) gets the automated HelloSign template to sign on. And, at the same time, a specific team member(s) of our team receives the same doc to sign on behalf of the company.

Is it possible using HelloSign/DocuSign/PandaDoc? Please advise how I can achieve this? Automating the contract send is the main objective.

HubSpot Plan: Sales Pro

Many thanks in advance for your kind assistance.

Cheers!

Ebarak

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [June 1, 2021, 8:22am UTC](https://community.hubspot.com/t/sending-automated-hellosign-template/38170/2 "2021-06-01T08:22:49Z")

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Hi @EbarakHossain ,  
You cannot automatically send the quotes to your clients when your deal recahes to a specific stage coz there is no way to send quotes based on deal based trigger in HubSpot. You have to send the quotes manually.  
Hope this helps!

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**Author:** ![HubDoPete](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hubdopete/32/106153_2.png) [@HubDoPete](https://community.hubspot.com/u/HubDoPete)\
**Post date:** [June 11, 2021, 2:12pm UTC](https://community.hubspot.com/t/sending-automated-hellosign-template/38170/3 "2021-06-11T14:12:09Z")

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Hi Ebarak,

This is simple to do using PandaDoc + Zapier.

You can customise the PandaDoc from HubSpot as much as you want using Zapier, then send it along with a custom message.

When the doc is complete, a common task is to use Zapier to then move the deal stage to contract signed (or something like that)

We support hundreds on PandaDoc+HubSpot, let me know if I can help.

cheers

Pete