Missing "Mark as Signed" Button and Gear Icon for Contact View Customization

[LPeng5]

Hi HubSpot Community,

One of my coworkers is experiencing some strange issues in our HubSpot portal that the rest of the team isn't seeing. Specifically:

1. The "Mark as Signed" button is missing for her on the quote records. Everyone else sees this button without issue.

Does this sound like a permissions issue? We’ve already checked her user permissions, and they are exactly the same as ours.

We’re using the free HubSpot plan, so we’re not sure if this is a limitation, a bug, or something else we’ve missed.

Has anyone run into something similar or have suggestions?

Any help would be greatly appreciated!

Thanks in advance,

Lucy

[Josh]

Hi @LPeng5,

 Are you looking at the same quote in which some users see the option to Mark Signed and some do not? If they are different quotes, the one that is not showing, does that include the option to add the space to sign manually (include written signature)?

Are the permissions the same between the users? Specifically, does the user without the Mark Signed option have access to the Sales tools?

Those are the things I'd check first, but if these don't fix it, we can continue to troubleshoot.

[LPeng5]

Hi @Josh ,

Thanks for getting back to us.

Yes, we were looking at the same quote, and it does include the space for a written signature. The user also has access to the Sales tools, just like the rest of the sales team. The only difference we noticed is that the Mark Signed button is missing on her end.

We tried upgrading her permission to admin (with account access), and that finally made the button appear. However, this isn't ideal since she's not actually an admin. We're still hoping there's a way to fix this while keeping her in the Sales CRM permission set.

Would appreciate any suggestions or clarification you can provide!

[karstenkoehler]

@LPeng5 this sounds like the permissions were not identical before – could you back to the users previous permissions and confirm they are really exactly the same?