eSignature on Quote

BHooker
Contributor

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.  🙂


Can anyone point me in the right direction?

 

Screen shot from Quote block on the Deals screenScreen shot from Quote block on the Deals screen

1 Accepted solution
ChrisoKlepke
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Hey  @BHooker ,  

I looks like that eSign is not supported when creating Quotes through the API endpoint according to the documentation

 

Screenshot 2023-04-24 at 15.37.06.png

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 

 

Cheers, 

Chriso

 

View solution in original post

6 Replies 6
EWood-Malloy
Contributor

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! 

 

Thank you 

0 Upvotes
SBeranek
Participant | Diamond Partner
Participant | Diamond Partner

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

0 Upvotes
ChrisoKlepke
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Hey  @BHooker ,  

I looks like that eSign is not supported when creating Quotes through the API endpoint according to the documentation

 

Screenshot 2023-04-24 at 15.37.06.png

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 

 

Cheers, 

Chriso

 

BHooker
Contributor

Fingers crossed it has moved on since that statement.

It's pretty close if not supported.  I can see the quote is fully populated and ready to go.

I'll keep working on it...

 

0 Upvotes
Guru_Capellera
Participant

Hi @BHooker !!

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.

Do u find the solution? 

0 Upvotes
BHooker
Contributor

No solution yet.

 

0 Upvotes