Which E-signature tools can automate sales documents in HubSpot?

Develop, Build & Integrate Marketplace Apps
1

Hi there!
Our team is currently generating our sales documents manually via word doc, submitting for signature out of the esignature platform, and then attaching to a deal.
In another org, we leveraged Docusign Gen with a different CRM to manage quote generation, signature, and contract management.
I’d like to look at automating our document generation and signature processes. My understanding is that Hubspot has some native quote document generation ability, but I’m not sure that there is an esignature ability. What tools have others used/ integrated into their Hubspot and what are things that you’ve considered when looking at an esignature integration?

2

Hi @EMcGrath

HubSpot offers native e-signatures for quotes through its quotes/CPQ functionality. This is currently available with Revenue Hub Professional and Enterprise subscriptions, and the e-signature feature is powered by Dropbox Sign, info here: Use e-signatures with quotes

This functionality is designed for quotes associated with HubSpot’s revenue processes. If you need to collect signatures on a broader range of documents, you may need a third-party e-signature tool that integrates with HubSpot.

I’ve used a few over the years and I’ve personally had the best results with PandaDoc but there are a range of others available in the marketplace.

Hope this helps.

Moderator Note: this post was reviewed for relevancy and optimized for clarity on August 28, 2026. Thank you for your contributions to the HubSpot Community!

3

Thank you! Glad to hear that there is native functionality within Hubspot for signature. I will check this out.

4

Hi @EMcGrath ,
As @Phil_Vallender says, HubSpot offers this as part of the package.
However, if you run into any limitations with customisation of how the workflow functions or the document is formatted, we might be able to help.

We have an App on the HubSpot Marketplace that customises all kinds of different documentswith HubSpot data. It is called Portant and it takes information from Deals/Contacts/Companies/Tickets etc (and all associated objects*, like line items and custom objects*) and generates documents, which can then be sent to be signed. You can check it out here:

Please let me know if you have any questions and have a great weekend!

Cheers,

James
Co-founder @ Portant.co