Add external PDFs into quotes for signature

We handle huge customers with sometimes additional requirements for legal documentation. So we need a way to add a few contract pages or filled out forms to the quote as additional pages and move them through the e-signature process. 

 

That way we have all the needed documentation in one final quote and ready to sign.

 

This would also help to add testimonials or case studies or additional project plans and timelines to a quote and have them signed.

HubSpot updates
1 Reply
jj12stars
Regular Contributor

We also need a way to ask for more information when they sign the quote.