Ability to use HubSpot Custom Quote Template for e-signature of documents?
Hey all,
Would like to use a Custom Quote Template for the e-signature of documents that are not quotes like "terms and conditions", "NDAs", or any other legal documents.
This is quite easy since we can now hide the list items table and make the document look whatever we want.
The only thing is that we can't change the copy of the automated email that says "Your signature is needed on a quote"
If it wasn't for that word, that could work.
Can we edit the copy of the emails sent through the e-sign process?
Thank you so much for reaching out to us! At this time it is not possible to edit the automated email that is sent out from the quotes tool. I would recommend commenting on the suggestion so our Product team is aware of this limitation. This is where our Product team goes to receive feedback from our customers and also allows for other users to up-vote and comment on your idea.