Automating Documents to sign

[REnsor]

Hello, I was hoping to use the native 'quotes' in sales hub to sent out for e-sign but quickly learned there is no way to automativally sent these out to a contact following a form submission (if there is, please let me know!!) 

So i have started looking at plugins from the marketplace, but pricing seems to be all over the place, and the main thing i need is just the automation piece as we have e-sign in the hubspot native quotes? 

[Gaurav_Aggarwal · Accepted solution]

Hey @REnsor 

I guess It is simple you can create a workflow if the form is submitted send an email with the quote link attached whey they  can sing the quotes: 

[REnsor]

How do you attach a quote link to the email? I can't seem to find that when building a template email 

[Gaurav_Aggarwal]

@REnsor 

When you click on create a email here: 

Click insert link and select URL type as link add your quote URL and you can add Link text also like Sign this quote etc.

[REnsor]

But there is no way to automate wqho the quote is assosiated to? the URL for each quote would change and still need to be manually added right? 

[Gaurav_Aggarwal]

@REnsor 

I didn't understand your point here. Can you explain in more detail what you are actually trying to do?