Use e-signatures with quotes

Last updated: November 1, 2019

Applies to:

Sales Hub  Professional, Enterprise

An electronic signature, or an e-signature, is a person's electronic expression of agreement to the terms of a particular document. E-signatures are valid and legal in the United States, Canada, the European Union, the UK, and many other countries. They have the same legal weight as written signatures.

HubSpot’s e-sign feature is powered by HelloSign. You do not need to create an account with HelloSign in order to use e-sign as part of the regular quote creation process within HubSpot.

To e-sign a quote, open the quote link in your browser or access the quote directly from the deal record:

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal.
  • In the Quotes section on the right, hover over the quote to sign, then click the Actions dropdown menu and select Countersign.countersign-quote
  • At the bottom of the quote, click signature
  • In the dialog box, click Verify next to your email address.verify-email-dialog-box
  • A verification email will be sent to your inbox. Sign into your email account and locate the verification email, then click Verify your identity and sign quote.verify-and-sign-quote
  • At the bottom of the quote, click the signature field next to your name. Or, click Get started in the top-right corner, then click the signature field.
  • In the dialog box, create your signature, then click Insert.sign-quote-with-hello-sign
  • Click Continue.
  • Review the terms of agreement, then click I agree.
  • Click Close.

To check to see if your prospect has signed the quote, navigate to the Quotes section on the deal record. Click the Actions dropdown menu and select Download to download and print a copy of the signed quote. If you are waiting on signatures, click the Actions dropdown menu and select View signatures to see who still needs to sign.

Please note: each individual signature will count toward the HubSpot user's signature limit, including quotes with multiple signatures. Learn more about the e-signature limits in Sales Hub Professional and Enterprise accounts.