I are creating a quote for a deal using Custom Code on a workflow.
I have set the eSignature property hs_esign_enabled: true), but I'm getting an error "Pending Signature ([missing {{ numSignersCompleted }} value]/[missing {{ numSignersRequired }} value])" showing on the quote in the deals screen.
I assume there I have to set a property or an association that sets the list of people who need to sign the document, but I can't find anything in the API documentation for this.
If I "recall and edit" the quote through the UI, all I need to do is click the checkbox next to the contact email address for the "Required Signatures", save, and then the quote works perfectly. I know I'm close and probably just one "property name" away. 🙂
I looks like that eSign is not supported when creating Quotes through the API endpoint according to the documentation
I assume not the message you wanted to hear, mate. I assume since it's mentioned within the same sentence as payment that HubSpot is using some third-party provider for that process and therefore doesn't offer that option. But again, I don't really know
Esignature is now available to be used however the ESign Completed Signatures property is still a read only property and is not setting this as default to 0.
Please can this either be made an editable property OR can it be changed to default to 0 on creation of a quote. I've checked and this doesn't hinder the quote itself. It can still be published and sent to a customer and signed. It would just be nice if this didn't look nasty on the deal!
More than halve a year has passed - does anybody now a solution to this problem ? My message is
"Pending signature ([missing {{ numSignersCompleted }} value]/1)" - I have set the required signers through association with type "HUBSPOT_DEFINED", 702 to one contact. The quote can be signed, afterwards the status goes to green. But before signing this message is visible
I looks like that eSign is not supported when creating Quotes through the API endpoint according to the documentation
I assume not the message you wanted to hear, mate. I assume since it's mentioned within the same sentence as payment that HubSpot is using some third-party provider for that process and therefore doesn't offer that option. But again, I don't really know
I'm at the same point. Have set the eSignature property hs_esign_enabled: true too, but I'm not able to sets the list of people who need to sign the document.