E-signature for quotes

Would be great to be able to have a native e-signature function for the new quotes add-on for Sales Pro. Currently the quote add-on allows for the addition of a signature, however, it forces the end user to print and sign and then scan and resend. Another option would be to download it and sign it via Adobe and send back.

 

It is counter-intuitive to deliver a quote via the web (URL link). Yet require a wet signature. 

 

Adding the E-signature portion to the quote AND allowing for that completed document to be delivered back into HubSpot would allow our sales team to bring the sales cycle to completion with a legally binding contract.

25 Replies
Status updated to: In Planning
HubSpot Product Team
 
Occasional Contributor

Yes please!  An integration with docusign and other e-signature services as well, please, so if I am using them already I can integrate it here.

New Contributor

+1! This would be an awesome feature to have as part of our workflow.

New Contributor

I agree with everything Brandon said. 

E-signature integration update would make the quote add-on a crucial tool for our process.


New Contributor

Well said Brandon. E-signatures are becoming the standard. This would be great for us as well.

New Contributor

eSignature using Docusign would most likely be too difficult for our purposes. We would want to have a simple Accept Quote button that would store the details of who clicked its. 

New Contributor

+100 - ideally either a native Hubspot esignature process or an easy integration with 3rd party esignature providers would be awesome. 

Although I'm a little nervous about how much we're using Hubspot, I would definitely use a native esignature tool.. 

 

Occasional Contributor

These third-party integrations are not great solutions since you have to save every HubSpot quote as a PDF and then upload to your favorite service. 

 

We need this to be part of the process when generating a quote and sending via the contract/quoting process. That you would integrate stripe so easily and not an e-signature feature is beyond me. These extra steps add up during the week. 

Occasional Contributor

The ability for an electronic signature is almost so essential to a quotes features that I'm surprised it was released without this. It's absolutely necessary, so important, upvoted x 1,000

Top Contributor

@hroberts

Doesn't Sales Enterprise include this feature? Should this be marked delivered? 

Top Contributor

Sales Enterprise now has this feature, but I think it would make more sense to to bring it to sales pro. We aren't going to upgrade to Sales Enterprise just for that feature, but upgrading doesn't make sense yet for our organization. 

Status updated to: Delivered
HubSpot Product Team
 
Regular Contributor | Gold Partner

The quoting tool is WORTHLESS in Pro. It's really quite mind-boggling that it doesn't integrate with Pandadoc for the signature or allow for native esigning...  We lose our ability to track the minute they download... which is why I have never used the product, and can't make a single convincing argument to my clients to use it.

Regular Contributor | Gold Partner

wait... how is this considered delivered?

New Contributor

Orangepegs, there's integration to HelloSign in the Enterprise version of Sales Pro. 

Regular Contributor | Gold Partner

Lennu, I activated the integration, but it's not showing up in the quoting tool. Am I missing something? This idea was for sales pro users, not enterprise...

New Contributor

Sorry, I've got no idea about that as I don't have Enterprise version. 

Regular Contributor | Gold Partner

To me, this doesn't seem resolved at all, and it's a little disappointing to see that it has been closed out when the original request was for Pro users to have the ability to sign within Hubspot...

New Contributor

Agreed 1000% that digital signatures should be included in the Pro version. Having the ability to create a quote in Pro but yet stripping the functionality to digitally sign that document  really restricts your cutomers who are already stretched to afford the Pro plan but certainly cannot justify an additional monthly cost for Enterprise plan.

 

Additionally, Like stated by other members this request was specific for the Pro plan which still does not include this functionality. I would consider reopening this as it is not Complete for the specific request.

Regular Contributor | Gold Partner

Here's another thread on it with 10 upvotes currently associated with it:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Move-E-Signature-to-Sales-Pro/idi-p/245969