E-signature for quotes

Brandonbaker

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
Status updated to: Idea Submitted
Jun 26, 2020

Hi! We're thinking about building a DocuSign integration directly with HubSpot. If this is something you're interested in please fill out this survey here. Thanks!

Re: E-signature for quotes - changed to: Delivered
Jan 2, 2019

Re: E-signature for quotes - changed to: In Planning
Jun 4, 2018

25 Replies
Status updated to: In Planning
hroberts
HubSpot Product Team
 
Sales1
Participant

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.

tommynguyen
Member

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

evanpug
Member

I agree with everything Brandon said. 

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


RichardJeffords
Participant

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

Lennu
Member

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. 

bokieffer
Member

+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.. 

 

Biz
Member

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. 

nickleffler
Participant

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

LizO
Top Contributor

@hroberts

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

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. 

Status updated to: Delivered
hroberts
HubSpot Product Team
 
orangepegs
Participant | Platinum 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.

orangepegs
Participant | Platinum Partner

wait... how is this considered delivered?

Lennu
Member

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

orangepegs
Participant | Platinum 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...

Lennu
Member

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

orangepegs
Participant | Platinum 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...

kneitzey
Member

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.

orangepegs
Participant | Platinum 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