Sales Integrations

TWerboweski
Member

Move properties to a fillable PDF and have a signature field

SOLVE

We are currently using Jotform's smart PDF feature and want to move to strictly Hubspot instead.

1. Jotform allows us to drag and drop fields over the PDF so the output appears as a prefilled PDF. Is this possible with any integrations? 

2. Second issue is a signable field, that is compliant, that places a signature as a field.

The output of the Jotform is multiple intake or application forms that are signed which we can send to our different sources. Is this possible?

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1 Accepted solution
Shadab_Khan
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Move properties to a fillable PDF and have a signature field

SOLVE

@TWerboweski  I know PandaDoc Integrations lets you do it pretty much similar.

Found my solution helpful? mark it as accepted

View solution in original post

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1 Reply 1
Shadab_Khan
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Move properties to a fillable PDF and have a signature field

SOLVE

@TWerboweski  I know PandaDoc Integrations lets you do it pretty much similar.

Found my solution helpful? mark it as accepted

0 Upvotes