Sending documents with e-signature

[Marina1991]

Hello everyone. I would like to know whether i am allowed to send(or generate) any documents besides qoutes to a prospect? It might be NDA or something else.Additionally, the document should have an option to be signed ( the same as quotes) - is it possible? Please, let me know if i can get this information in HubSpot Academy - unfortunatelly i haven`t found yet.

[aragon023]

Hi @Marina1991 just to complement the previous response. You would be able to send quotes if you have any of our free or paid packages. Take into account that for free and starter accounts the quotes are not tied to the product library, so they are very limited. With Professional and Enterprise you have access to 100 quotes per deal.  However, depending on your subscription you wouldn't have access to e-signatures (only Sales Professional and Enterprise have access) or you will have a specific limit. 

Professional: 10 signatures per user per month.

Enterprise: 30 signatures per user per month.

You could use the documents tool to share other sales-related documents but you wouldn't have access to e-signature with them. You could potentially use the integration we have with Pandadoc if you need to manage contracts and very specific documents with e-signature capabilities. 

https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/pandadoc

[VADo]

Another question, how is a user defined here? For example I am using Sales Professional: Does that mean every user in my account has 10 signatures or only those with sales authorization? and what about super admins?

Thanks in advance for the clarification, as I cannot see where to find these information.

[DianaGomez]

Hi @VADo hope you are doing well. 

Every user with a paid seat will have 10 signatures. This means, the super admin will need a paid seat as well to use 10 signatures. 

Hope this helps clarify, 

Diana

[CHolly]

Hi Diana

are these allocated by user or can our total be allocated to our company? i.e. 5 Professional users so we have 50 per month to use in total by our companty.

Cheers

Chris

[DianaGomez]

Hi @CHolly, 

These are allocated by user. This means that these 5 people you mentioned will require to have a paid seat in order to have 10 signatures each.

Best,

Diana

[Phil_Vallender]

Hi @Marina1991 

HubSpot's eSignature feature only works with quotes currently. If you want to send different documents for signature, while using information from and having them logged in HubSpot, I recommend you conisder a connected system like Pandadoc or Hellosign. 

Hope this helps.