Using Hubspot to send contracts to clients?


Hello everyone,,

Searched but can't seem to figure this out.
Can I use Hubspot to send contracts to clients for them to E-sign?
If so, is there a way to upload my current contract from a PDF/Word doc and then make edits to it as needed before sending to each clients?

Thanks much!!!!

2 Replies 2
Top Contributor | Elite Partner

@MItroram you have a few options:


1. Use the HubSpot Quotes tool - you can enter your standard T&C's as a Snippet and insert it into the document and then edit it. And then you can send it for eSignature. 


2. Use a tool like PandaDoc, create your template in PandaDoc and link the personalization fields to the fields in HubSpot, and then from within a Quote - simply select "create pandadoc" and it auto-completes and then you can send this for eSignature.

Daryn Smith
Chief Strategy Officer
Huble Digital
Top Contributor

Just FYI, I'm finding the eSignature limitations associated with the Hubspot quotes tool to be totally insufficent.

It's done via HelloSign (a Dropbox company). Right now on a Hubspot Professional plan there are 10 signatures per rep per month, which is nowhere near sufficient for a company targetting the SME market with a need for multiple signatures per client (quote acceptance, SEPA acceptance, and in about 50% of our cases a tri-party agreement which gives them discounted pricing).

Even in Enterprise, the limit is 30 signatures per rep per month which isn't enough. 

I can understand a "Cap" being included with what is included in the Hubspot Plan, but:

a) you should be able to purchase mor signatures without having to upgrade to Enterprise



b) the cap should be removed if you have a paid plan with HelloSign 

Right now it is a disaster for companies targetting SME. If we had ACV of $1mn, sure...

And from HubSpot's point of view it seems like a disaster. If I can't get my quotes signed smoothly, why use Hubspot's Quotes? And if I can't use Quotes, forget about the benefits of Stripe integration...

Probably I'm missing something, but right now it seems very MVP or not well thought out.