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.

HubSpot updates
23 Replies
Eleven11
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. 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered
 
mailamaldominic
New Contributor

Have you tried Ultra Signatures? This is a free tool, but has all the features that you find in a professional version. With Ultra Signatures you can quickly convert a PDF or Word document into gather electronic signatures, and share this document also. This has other features also, like Document Management, document merging, Workflow process, Custom Forms, the nice thing is it has a free version with all these features but there is a limit on how many documents you can use in a month.

orangepegs
Regular Contributor

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.

orangepegs
Regular Contributor

wait... how is this considered delivered?

Lennu
New Contributor

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

orangepegs
Regular Contributor

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...

Lennu
New Contributor

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

orangepegs
Regular Contributor

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...

kneitzey
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.