Re: eSignature Required From Contact via API

BEAutoBot
Contributor

Hello!

 

I am programatically creating quotes based on deal stage via a workflow and webhook. With the API, I can generate the Line Item, associate it, the deal, the template, AND the contact I need to sign, and turn on eSignature with the "hs_esign_enabled": 'true'.

I am handling emailing out the Quote to the Contact with my code.

 

The ONLY thing that is missing is making that contact signature required. I imagine this property might live on the many to many Quote to Contact association (HUBSPOT_DEFINED = 69), but I can not access this.

 

I know you all state that eSignature is not operational via the API, but it is almost functional. Do you all have a timeframe on eSignature functionality? It would make our Finance Director's life a lot easier.

 

Thank you

2 Replies 2
BHooker
Contributor

Same request from April:
https://community.hubspot.com/t5/APIs-Integrations/eSignature-on-Quote/td-p/785495

 

Hanging out for this last piece to be delivered.  Will make an epic difference in scaling up our sales force...

 

 

0 Upvotes
Jaycee_Lewis
Thought Leader

Hey, @BEAutoBot. Thanks for your question. As you noted, this is not possible via the Quotes API — Limitations

 

I understand this is not the reply you are wanting. I passed along your feedback and this post to my internal resources. If you have a moment, adding your suggestion to the Ideas Community and getting some upvotes will be very helpful in getting your suggestion in front of the Product team. If you add a link back to your Idea post, I'll be sure to give it an upvote to help get the ball rolling.

 

Best,

Jaycee





loop


Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth.

Learn More