Ability to add downloadable T&C document into the quotes/e-signature feature
I'm a Sales Operations manager at my company and I'm trying to take advantage of the quotes & e-signature feature on Hubspot. The problem is that when I go to add the terms of my contract into the designated "purchase terms" area, there is a character limit and I quickly run out of space. This is also without including my T&C.
On quotes one can add a link in the purchase terms so i tried to add a link to my T&C document. However when I go to sign the doc within the Hubspot/hellosign interface, the T&C are not clickable. Also, once the document is signed and I use the download feature, the T&C link is not clickable. Without the ability to attach our entire contracts and get a signoff on on the whole agreement, the quotes functionality is useless to our company.
It is a shame being that it was one of the features that really excited us when deciding to go to for hubspot over a competitor.
In an ideal situation the purchase terms section would raise its word count limit and we should be able to attach a T&C document. In the signature process, a user would "click here to confirm you have read T&C" and the T&C doc would be part of the signed & downloadable document that Hubspot currently provides.
I can't stress enough how critical this feature is for our team to scale.