Creating and uploading a contractSOLVE
Jun 5, 2019 2:32 PM
Is it possible, via Hubspot or an add on to hubspot, to create a contract from a template and uploading it?
I know you have an addon to HelloSign, but I do not wish to pay for an external service - and HelloSign is not what i am looking for. I simply need to generate a contract template and upload it to a contact or company in the Hubspot CRM.
Solved! Go to Solution.
Jun 5, 2019 2:52 PM
Sorry for misunderstanding, you mentioned HelloSign so I assumed you were looking for complete functionality.
The other part of my answer is still valid. If you create a contract template (which you cannot do in HubSpot -- you'd need a 3rd party tool), you can upload it and associate it with the appropriate contacts or companies within the CRM.
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