HubSpot Ideas


Quote signing and payment inefficiency

You effectively can't use both the signature feature and the pay button function of the quote (CPQ) efficiently. When you enable the signature function of the quote, it works great but after the user signs the document it ends at a HelloSign default "thank you for signing page".


That's ok, normally but if you are trying to collect payment after they sign, the user must somehow know to go back to the original quote and scroll down to complete the payment.


Seems like each function (payment and signing) work great independently but not together.