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.
Perfect! We are facing exactly the same challenge right now and this was also something that made us go with Hubspot over a competitor. Is disappointing to see that some of the tools do not have basic features. I would love to see this developed. Right now we have to download the quote as a pdf (which does not keep the same formatting) and attach it to our contract. However, we cannot leverage the e-sign feature that Hubspot offers, so it turns out to be useless, as the quote itself we could do on an excel file. It's disappointing.
I can only underline that. The fact that there is only one heading "Product & Services" is also a problem for us. We would like to split the quotes into product, services and options.
That's what we've been thinking about (and trying out). For legal reasons, however, it would be good if the GTC/GDPR texts were also part of the contract, so separate documents do not work so well.
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