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Blokeoverthere
Contributor

Allowing 1 of 2 people to e-sign

SOLVE

Hey, I cant see how to do this but if our team are dealing with more than 1 person on a deal and either of them have purchasing accountabilities, is there a way to allow the e-signature to be complete with just 1 of 2 signatures? It seems at the moment you have to have both, but sometimes, its easier to send to boht people and have either one sign 

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Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Allowing 1 of 2 people to e-sign

SOLVE

Hi @Blokeoverthere,

 

I don't think it's possible as you've described. I believe you have to recall and edit the quote and change the person signing vs leaving both and considering it signed after the first signature.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Allowing 1 of 2 people to e-sign

SOLVE

Hi @Blokeoverthere,

 

I don't think it's possible as you've described. I believe you have to recall and edit the quote and change the person signing vs leaving both and considering it signed after the first signature.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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Blokeoverthere
Contributor

Allowing 1 of 2 people to e-sign

SOLVE

yeah I am of the same mindset, it is just resulting in a lot of recall and edits going on at present. Thanks for the reply tho

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